Advisors
Timothy J. Martin | CFP®, ChSNC
Owner/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...
Nicholas S. Schummer, CLU® RICP®
Financial Advisor
248-625-0001
Team Members
Tara Temelko
Executive Assistant to Timothy J. Martin
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...
Sara Giacalone
Annuity & Insurance New Business Coordinator
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...
Hailie Shirey
Investment New Business Coordinator
Kerri Spangler
Client Service Associate
248-625-0001
Kimberly Cox
Paraplanner