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Michael D

Series 66

Traverse City, MI

Bankers Life Advisory Services, Inc.

Michael Dib is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent eight years with Grand Traverse Pathology, LLC. Outside of his financial work, he serves as a junior officer at the Empire Masonic Lodge No. 597 F. & A. M., a fraternal organization involved in local community activities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Rory B

Series 66

Traverse City, MI

Bankers Life Advisory Services, Inc.

Rory Baker is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience and a Series 66 designation. Prior to his current role, he worked at Bankers Life Securities, Inc. and has a background including a 14-year tenure at Interlochen Center for the Arts. Outside of advising, he serves on the board of the Interlochen Public Library and consults on event production for the Interlochen Area Chamber of Commerce. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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Jeremy P

Series 63, Series 66

Traverse City, MI

Bankers Life Advisory Services, Inc.

Jeremy Pearson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life entities since 2004 and serves as an Agency Director managing a satellite branch of insurance agents, including responsibilities for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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