A. Michael Levin
President / General Agent
Michael graduated from Wayne State University in 1970 with a degree in Secondary Education. He has been in the financial services business since May of 1970. He is licensed in insurance for life, health and variable contracts and holds a Series 6, 63 and 22. During his 38 years in the industry, Michael has been a producer and sales manager. He has been a 33 year member of the Million Dollar Round Table and has qualified for Top of the Table. He has also earned numerous National Management Awards through the General Agents Managers Association. He is the recipient of numerous National Growth Awards through the American College. Michael has been a national speaker at various company conventions throughout the years. His overall approach to build relationships with clients and associates is based on trust, respect and accountability.
Jeffrey R. Linska, CLU
Brokerage Manager
Jeff graduated from Oakland University in 1983 with a degree in Finance. Jeff is a 20 year veteran of the industry. He specializes in planning for the affluent individual and owner/executives of closely held entities. His expertise is in estate, business, retirement and non-qualified deferred compensation planning. He currently holds a Series 7, 24, 63, 65 and IA representative license as well as life, health and variable contracts. Do not hesitate to utilize Jeff for your case design, consultation, spreadsheet analysis and point of sale support.
Michael E. Wegener
Brokerage Director
Michael is a CPA and obtained his MBA in 1988. Michael has extensive consulting experience in the areas of accounting, finance, systems, general business, as well as financial services. He specializes in planning for the affluent individual and owner/executives of closely held entities. He has expertise in estate, business and retirement planning. Michael currently holds a series 7, 24, 63 & 65 licenses. His vast experience as a consultant adds value in working with you and your clients. Michael operates under the assumption of “delivering a benefit, irrespective of whether or not a product is sold.” He is a member of the Michigan Association of CPA’s (MACPA) and American Institute of CPA’s. He is a member of the MACPA Personal Financial Planning and Consulting Services Task Force. Michael has appeared as a speaker on many MACPA conference agendas.