Team

In the financial services business for 40+ years, but established Maier & Associates Financial Group in 1984. Specializes in small business and qualified retirement plans. Licenses held: Series 7, Series 63, Series 66, life, health...

With Maier & Associates since 1994 Co-owner/managing partner of Gaylord & Roscommon offices Started as an investment advisor representative in 2004 Specializes in comprehensive financial advisory and planning services for small...

Chief Financial Officer, with Maier & Associates since 1996. Bachelors in Business Administration from Northwood(Class of ’02, Summa Cum Laude). Active board member for ‘Just for Kids’ 

With Maier & Associates since 1999 Specializes in 401k management and investment research Licenses held: Security licensed since 2004, Series 7, Series 66, life, health, and variable licenses Community-focused, supporting: Just for...

With Maier & Associates since 2000 Has a Bachelors Degree in Business from Northwood University (Class of ’90) Specializes in College Financial Planning and manages several million dollars in client assets Member of NACFA (National...

With Maier & Associates since 1993Chartered Financial Consultant Designee since 2015 ChFC®Specializes in Social Security PlanningPresents seminars on Social Security, retirement planning, estate planning, income planning, and...

With Maier & Associates since 2012. Bachelors in Business Finance from Saginaw Valley State University (Class of ’08)Licenses held: Series 7, Series 65, Series 63, life, health, and variable licenses. Eric is happily married to...

Senior Executive Assistant with Maier & Associates since 2007. Bachelors Degree from Michigan State (Class of ’03). Pamela is happily married to Jason since 2007. Together they have three children.

Executive Assistant with Maier & Associates since 1990 Active board member for ‘Just for Kids’ Amy is happily married to Jim since 2007. Together they have three daughters and and two grandchildren

Executive Assistant with Maier & Associates since 2011. Maressa is happily married to Christopher since 2007. Together they have two children.

Executive Assistant with Maier & Associates since 2005. Bridgette’s job entails filing, answering phone calls, gathering information for appointments, and preparing for seminars

Executive Assistant with Maier & Associates since 2016. Associates in Business Studies from Delta College. Danielle is happily married to Nolan and together they share a love for their pets, Honey & Chester!

• Director of Client Services with Maier & Associates since 2008. Vanessa is happily married to Kirk since 2008. Together they share a love for their pets and hobbies, including fishing, hunting, travel and golf.

In the income tax preparation industry since 1988. Employed with Maier & Associates since 2011. Enrolled Agent designation and certified to practice before the IRS. 19 years as an income tax instructor for a previous employer and at...