Broker Check

FINANCIAL PROFESSIONALS

Advisors

Timothy J. Martin | CFP®, ChSNC

Financial Advisor

(248) 625-0000

tjmartin@financialguide.com

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...

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Karen Markstrom May, ChSNC

Investment Advisor Representative

(248) 563-3670

kmay@financialguide.com

Karen Markstrom May and has helped her client’s sort through confusing and sometimes conflicting information to create financial strategies they truly understand. For over 30 years, Karen built a successful career working with...
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Jake McNeil | RICP, CEPA

Financial Advisor

248-625-0000

248-625-0001

jakemcneil@financialguide.com

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...

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Meet the Team


Team Members

Michael T. McLaughlin

VP of Operations

(248) 625-1234

mtmclaughlin@financialguide.com

Since 2003, Mike McLaughlin has served as executive assistant to Deanna M Olsen, managing daily operations and overseeing all aspects of client service and new business. A former member of the United States Air Force, Mike studied...
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Sara Giacalone

Client Services Representative

248-625-0000

248-625-0001

sgiacalone@financialguide.com

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...

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Tara Temelko

Executive Assistant & Director of Client Services

248-625-0000

248-625-0001

ttemelko@financialguide.com

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...

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Lori Vernier

New Business Coordinator

248-625-0000

248-625-0001

lvernier@financialguide.com

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...

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