Address:
201 S. Main St, Ste 101
Ann Arbor, MI 48104
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Expertise
- Financial services industry professional since 2008
- Joined Old National Investments in 2019
Education
- Bachelor’s degree in finance from Eastern Michigan University
- Earned the CERTIFIED FINANCIAL PLANNER™ certification
In my spare time, I am involved with volunteering for youth sports, such as football, wrestling, softball, baseball, and dance. A native of Michigan, I enjoy kayaking, boating, and traveling with my family.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact me or the Investment Strategies Team.
KC Makela, Wealth Advisor—Investment Strategies Team
734-887-2670 | KC.Makela@onbinvestments.com | oldnational.investments
Investment Strategies Team
877-332-4700 | IST@onbinvestments.com
IST Wealth Sales Assistants
Maribeth Brown and Sam Gourley