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Lance A
Series 65
Davison, MI
Reliance Asset Management LLC
Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.
Travis M
Series 65
Davison, MI
Reliance Asset Management LLC
Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gradient Advisors LLC. Outside of his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios primarily composed of no-load mutual funds, ETFs, individual equities, and cash instruments.
Todd H
Series 65
Davison, MI
Reliance Asset Management LLC
Todd Hulliberger is a Series 65-licensed financial advisor with Reliance Asset Management LLC and has seven years of industry experience. Prior to joining Reliance Asset Management in 2026, he worked at Gradient Advisors for seven years. He is also involved with Senior Care of Michigan, where he has worked in insurance sales since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with an investment approach centered on discretionary model selection and periodic client account reviews.
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