Kirk Lee Curtis

Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Kenneth Allen is a CFP® with 17 years of industry experience. He is the managing member and Chief Compliance Officer of Allen Financial Management, an independent firm he founded in 2010. He has worked at Mutual Securities, Inc. since 2015. In addition to his advisory work, he is also licensed to provide term life and universal life insurance services. Allen Financial Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a variety of analytical approaches and trading strategies to tailor portfolios primarily through mutual funds and exchange-traded funds.

Alexander Wagner is a financial advisor with Vitale Wealth Management, holding a Series 65 credential and beginning his industry career in 2023. He has prior experience at American Retirement Solutions, TCF Bank, Touchpoint Services, Bigalora, and Unidine. Vitale Wealth Management serves individuals and high-net-worth clients with discretionary asset management and financial planning, managing approximately $117 million across about 396 client relationships through a three-advisor team. The firm employs model-based portfolio management strategies and conducts quarterly account reviews under full discretionary authority.

Joseph Vitale is a financial advisor at Vitale Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience owning and managing insurance and real estate businesses. Vitale also owns Trinity Realty Inc. and SSJ Properties, which are real estate-related ventures. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm uses model-based portfolio management incorporating fundamental, technical, and cyclical analysis, serving roughly 396 client relationships with a three-advisor team.

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.