Ann Arbor, MI Office

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Jose Perich is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Citigroup, A.G.P. / Alliance Global Partners, and Hapoalim Securities USA. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.

James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including discretionary trading and allocation oversight.

Carson Stoltz is an Investment Advisor Representative at Concorde Asset Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Concorde since 2022. Outside of investment advisory, Stoltz is involved with Legal Shield & ID Shield as a referral representative, serves as a trustee for a family client, and works as a DoorDash driver. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using both proprietary and third-party model strategies and offers ERISA retirement-plan advisory services.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Mark Kosanke is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Concorde Financial Group since 1992 and Concorde Asset Management since 2006. Outside of his advisory role, Kosanke is involved in several business activities including serving as president of 2521 Talents, Inc., directing the Kosanke Family Foundation, coaching the Utica High School Clay Target Club, and providing fishing charters through Netgame Outfitters. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and utilizes platforms like Envestnet and Orion to build individualized portfolios based on client objectives and risk tolerances, and also provides ERISA retirement-plan advisory services.

Mark Huber is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Concorde Asset Management since 2013 and also serves as a partner at Tada Wealth Advisors. Outside of his advisory roles, Huber is president of Parents 4 Progress, an organization focused on advocating for parents in educational policy matters, and leads several other small business ventures in tax consulting and advertising. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and third-party platforms, offering services that include ERISA retirement-plan advisory and variable annuity account management.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.

Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.