Bloomfield Hills, MI
Meet Our Advisory Team
Our Bloomfield Hills Advisory Team
Managing Directors
Heather O’Neill Fairbanks, CFP®, ChFC®
Partner, Managing Director
Isamu Fairbanks, MBA
Managing Director
Wealth Advisors
Loyd Wellman, CFP®
Wealth Advisor
Morgan Fry
Associate Wealth Advisor
Tori O’Neill Shadaia, ChFC®, CDFA®
Wealth Advisor
Client Service and Operations
Isabel Jordan
Client Service Associate
Jack Gerling, JD
Client Services Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Bloomfield Hills team if we can be of service.