Mt. Pleasant, MI Office

Brock Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with affiliated firms in the Bankers Life family since 2013. Outside of advisory services, Williams is also an insurance agent specializing in life, health, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Sarah Duthie is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. Before joining Bankers Life Advisory, she worked at Isabella Community Credit Union and Christian Home Services. Outside of her advisory role, she manages a hobby dog breeding kennel and operates a small-scale Mary Kay beauty consulting business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

William Blond II is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Bankers Life Advisory Services, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. He is also the founder and sole proprietor of Bill's English, a writing consulting business that provides services such as proofreading, editing, and copywriting. 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 combines fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management suited to clients’ goals and risk tolerances.

Charles Pepper is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as an insurance agent. Outside of finance, he works as a statistician for Midland Stadium Concessions LLC, providing real-time game statistics for a minor league baseball team. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Ezekiel Martinez is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Bankers Life Advisory, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as roles outside the financial sector including positions at DK Security and Citygate Church. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Gregory Maher is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. Prior to his current role, Maher worked at Allstate Insurance Co and various Bankers Life entities. Outside of finance, he trades, buys, sells, and repairs guitars. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations aligned with clients’ goals and risk tolerances.