FINANCIAL PROFESSIONALS
Advisors
Timothy J. Martin | CFP®, ChSNC
Financial Advisor
As a Certified Financial Planner Practitioner ® and lead advisor at Planned Financial Services, LLC, Tim Martin, understands that planning for the future isn’t always the easiest task. But through faith, optimism and the ability to see...
Karen Markstrom May, ChSNC
Investment Advisor Representative
Jake McNeil | RICP, CEPA
Financial Advisor
248-625-0001
Jake McNeil is thankful he was able to find a career that reflects his love for family, community and success. His aim is to empower clients to achieve their lifelong goals, while simultaneously providing them with the highest...
Meet the Team
Meet the TeamTeam Members
Michael T. McLaughlin
VP of Operations
mtmclaughlin@financialguide.com
Sara Giacalone
Client Services Representative
248-625-0001
Sara Giacalone’s prior experience in the funeral industry allowed her to realize how important it is to prepare for the future, not only for yourself but for your loved ones as well. While she never intended to take this path, her...
Tara Temelko
Executive Assistant & Director of Client Services
248-625-0001
Tara joined Planned Financial Services, LLC in 2020 and is an integral member of the team, overseeing all administrative duties and routing client service requests. With a background in accounting, Tara’s work as a client...
Lori Vernier
New Business Coordinator
248-625-0001
For over 10 years, Lori Vernier has worked in the financial services industry as an agent relations manager and underwriter. Lori is a graduate of Ferris State University and is a licensed property and casualty producer. Lori’s...