C2 Private WEalth

Jacob Zagor is a financial advisor at C2 Private Wealth in Novi, Michigan, holding a Series 65 designation with five years of industry experience. He has worked at Strategic Investment Advisors, Inc., Senior Planning Advisors, Inc., Rehmann, and Hantz Group. Outside of his advisory role, he is also active as an insurance agent with Senior Planning Advisors, dedicating approximately half of his time to insurance sales and services. C2 Private Wealth primarily 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 to manage income distribution and sequence-of-returns risk while maintaining market exposure.

Jason Mac Lean is a financial advisor at C2 Private Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AssetMark Financial, Inc. and Global Financial Private Capital, LLC. He is also involved in insurance sales through his role at Senior Planning Advisors, LLC. 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, utilizing risk and scenario analysis alongside integrated affiliate services including accounting and insurance to support client 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 with ASG Investment Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ASG Investment Management since 2018 and has been involved with Accurate Solutions Group, LLC since 2015, where he markets and sells insurance products. Lane also contributes to Advisors Excel, providing business training and marketing resources related to insurance and annuities. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily delivers portfolio management through third-party managers on the AssetMark turnkey platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

Curt Knotick is a financial advisor at ASG Investment Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at ASG Investment Management since 2018 and previously held roles at Accurate Investment Solutions Inc. and Global Financial Private Capital LLC. Outside of his advisory work, he is the owner and managing member of CCK Holdings LLC, a property management and holding company. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily uses third-party managers through the AssetMark platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

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 a Series 65 designation and two years of industry experience. He has been employed at C2 Private Wealth since 2021. Outside of advising, he is involved in youth baseball training through High Performance Training. 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, emphasizing risk and scenario analysis to support income distribution and growth while coordinating services through affiliated accounting and insurance entities.

Matthew Andreoli is a financial advisor with C2 Private Wealth in Novi, MI, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He previously worked at Hantz Financial Services from 2009 to 2023 and joined Strategic Investment Advisors, LLC in 2023. 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 to manage income distribution and sequence-of-returns risk while maintaining growth potential.

Paul Metler is a financial advisor with C2 Private Wealth, holding a Series 65 designation and 12 years of industry experience. His work history includes roles at Strategic Divorce Advisors, LLC, Strategic Investment Advisors, Inc., Senior Planning Advisors, Inc., CompTherapeutics, and the Center for Psychological Awareness. Outside of his advisory duties, he sells insurance products such as life insurance and fixed annuities through Senior Planning Advisors. C2 Private Wealth serves individual and high-net-worth clients with a focus on retirement planning for near and current retirees. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing risk and scenario analysis and coordinating planning with affiliated accounting and insurance services.

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 a financial advisor with C2 Private Wealth in Gaston, Oregon, holding a Series 65 designation and one year of experience with the firm. His prior work includes five years at Column Software Inc., three years with the Organization of Economic Coordination and Development, and two years at the General Services Administration. 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 and discretionary portfolio management, emphasizing risk and scenario analysis to manage income distributions and reduce sequence-of-returns risk while maintaining market exposure for growth.

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.