C2 Private WEalth

Jacob Zagor is a financial advisor with C2 Private Wealth, holding a Series 65 license and six years of industry experience. He has worked at Strategic Investment Advisors, Inc. since 2018 and is also involved with Senior Planning Advisors, Inc., an insurance agency where he spends a significant portion of his time. Prior to his advisory roles, he worked in catering and was a full-time student for several years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm emphasizes risk and scenario analysis in its investment process and integrates tax and estate coordination through third-party partnerships, offering a comprehensive approach that includes financial planning, portfolio management, and insurance solutions.

Jason Mac Lean is a financial advisor at C2 Private Wealth with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AssetMark and Global Financial Private Capital. Mac Lean is also engaged in insurance sales through Senior Planning Advisors, LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, integrating risk-and-scenario analysis to align investment decisions with retirement goals.

Kirk Cassidy is a financial advisor at C2 Private Wealth with 16 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Yaske & Associates, PLLC and Senior Planning Advisors, Inc. Outside of advising, he is an owner and insurance agent at Senior Planning Advisors and is involved with a CPA firm, Yaske & Associates, PLLC. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing risk and scenario analysis, integrated tax coordination through affiliated accounting, and retirement education as part of its approach.

Ethan Lane is a financial advisor at C2 Private Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at firms including ASG Investment Management LLC and Accurate Solutions Group, LLC. Outside of his advisory role, Lane is involved in the sale and marketing of insurance products through Accurate Solutions Group. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to align investment decisions with retirement objectives.

Curt Knotick is a financial advisor at C2 Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at ASG Investment Management LLC and other firms. Outside of his advisory role, he is the owner and managing member of CCK Holdings LLC. C2 Private Wealth primarily serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning and discretionary portfolio management, incorporating tax and estate coordination and requiring clients to attend a retirement education course as part of its integrated service model.

Joshua Jackson is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and nine years of industry experience. He has worked at Senior Planning Advisors, Inc. and Strategic Investment Advisors, Inc. since 2017 and was previously with Advisors Excel from 2011 to 2017. Jackson is also involved in insurance services as an insurance agent at Senior Planning Advisors, Inc. C2 Private Wealth primarily serves individual and high-net-worth clients focusing on retirement planning for near and current retirees. The firm combines comprehensive financial planning with discretionary portfolio management, using risk and scenario analysis to guide income distributions while maintaining market exposure. Its integrated approach includes affiliated tax and insurance services and emphasizes client education through a required retirement course.

Gregory Haeger III is a financial advisor at C2 Private Wealth with one year of industry experience. He holds a Series 65 designation and has been involved with C2 Private Wealth in various capacities since 2021. Outside of advising, he operates a part-time youth baseball training business called High Performance Training. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm offers comprehensive financial planning, discretionary portfolio management, and integrates tax and estate services through affiliated partners.

Paul Metler is a financial advisor with C2 Private Wealth in Novi, MI, holding a Series 65 credential and 12 years of industry experience. His prior roles include positions at Strategic Divorce Advisors, LLC, Strategic Investment Advisors, Inc., and Senior Planning Advisors, Inc. Outside of advisory work, he is involved in providing insurance products as an agent through Senior Planning Advisors. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm emphasizes risk- and scenario-based investment strategies and integrates advisory services with affiliated insurance, tax, and estate planning providers.

Michael Masserant is a CFP® and holds a Series 65 license with six years of industry experience. He is currently affiliated with C2 Private Wealth and has worked at Strategic Investment Advisors, Inc. and Senior Planning Advisors, Inc. since 2019, as well as Lumin Financial from 2016 to 2019. Outside of his advisory role, he is involved in insurance services and product sales as an agent for Senior Planning Advisors, Inc. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis, and integrates tax and insurance services through affiliated firms to support client objectives.

Jared Lee is a financial advisor at C2 Private Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Ford Credit and Signature Associates, as well as three years at Strategic Investment Advisors, LLC. C2 Private Wealth serves individual and high-net-worth clients, primarily focusing on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distribution and market exposure.

Kevin Richman is an advisor at C2 Private Wealth with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked at Column Software Inc. for five years, the Organization of Economic Coordination and Development for three years, and the General Services Administration for two years. C2 Private Wealth serves individual and high-net-worth clients, focusing on retirement planning for near and current retirees. The firm combines financial planning, discretionary portfolio management, insurance implementation, and tax and estate coordination, using risk-and-scenario analysis to align investment decisions with clients' retirement objectives.

L Atherton is a financial advisor at C2 Private Wealth with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2011 to 2021. In addition to his advisory role, Atherton is involved with Strategic Planning Advisors, Inc., where he spends approximately half of his time providing insurance sales and services. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, offering comprehensive financial planning and discretionary portfolio management. The firm emphasizes risk and scenario analysis and integrates affiliated accounting and insurance services within its retirement-focused approach.

Shawn Srivastava is a Series 65-licensed advisor with C2 Private Wealth in Novi, MI, and has three years of industry experience. He has worked at Strategic Investment Advisors, LLC, Senior Planning Advisors, and Morgan Stanley. Outside of his advisory role, he dedicates significant time to client services and insurance support at Senior Planning Advisors. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning, combining comprehensive financial planning with discretionary portfolio management. The firm emphasizes risk and scenario analysis to manage income distribution and sequence-of-returns risk, integrating planning with affiliated accounting and insurance services to support clients’ overall financial strategies.

Adam Holl is a Series 65-credentialed advisor at C2 Private Wealth with one year of industry experience. His prior work includes roles at Accurate Solution Group, PNC Bank, Penn DOT, and the University of Pittsburgh. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning. The firm employs a risk- and scenario-based investment process centered on retirement income objectives and integrates financial planning with insurance, tax, and estate coordination through affiliated partners.