Old Mission Investment Company, LLC

Keith Olshove is a financial advisor at Old Mission Investment Company, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Old Mission since 2014. Olshove serves on the investment committee of Old Mission Trust Company, participating in trust administration, investment management, and related fiduciary services. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients. The firm offers investment management, financial planning, and estate and wealth coordination services, primarily employing fundamental analysis and asset-allocation driven model portfolios.

Carey Tafelsky is a CFP® professional with 11 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2014. She is a member of the investment committee at Old Mission Trust Company, where she participates in trust administration, investment management, tax management, and related fiduciary services. Old Mission Investment Company is an independent, fee-based advisory firm that manages approximately $929 million for over 1,000 clients through a team of eight advisors. The firm provides investment management, financial planning, and estate-and-wealth coordination using fundamental analysis and asset-allocation driven model portfolios tailored to client risk profiles.

Susan Wipperman is a CFP® and Series 65-registered advisor with Old Mission Investment Company, LLC, where she has worked since 2017. She has eight years of industry experience and previously spent 12 years at Fifth Third Bank. Outside of her advisory role, she serves on the board of directors for B May Bags, a women's handbag manufacturer, and participates on the investment committee of Old Mission Trust Company. Old Mission Investment Company is an independent, fee-based advisory firm serving over 1,000 clients with investment management, financial planning, and estate coordination. The firm employs fundamental analysis and asset allocation through model portfolios built with non-proprietary funds and individual securities, favoring long-term, low-turnover strategies tailored to client risk profiles.

Jeffrey Johnson is a financial advisor with Old Mission Investment Company, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Old Mission since 2006 and previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. Johnson serves on the board of directors for Old Mission Trust Co LLC, an affiliated trust company. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients through a team of eight advisors. The firm offers investment management, financial planning, and estate and wealth coordination services, typically employing long-term, low-turnover strategies using primarily non-proprietary mutual funds, ETFs, and individual securities tailored to client risk profiles.

Ryan Knabusch is a financial advisor at Old Mission Investment Company, LLC with nine years of industry experience. He holds the Series 65 designation and has previously worked at Sandbox Financial Partners LLC, Sculati Wealth Management, LLC, and Plante Moran Financial Advisors. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients through a team of eight advisors. The firm offers investment management, financial planning, and estate and wealth coordination services, primarily using long-term, low-turnover strategies based on fundamental analysis and asset-allocation driven model portfolios.

Kurt Schuler is a financial advisor at Old Mission Investment Company, LLC in Traverse City, MI, holding Series 63 and Series 65 designations with 34 years of industry experience. He has worked at Old Mission since 2006 and previously held positions at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Prudential Equity Group. In addition to his advisory role, he serves as Chief Information Officer at Old Mission Trust Co., where he organizes and maintains client data systems. Old Mission Investment Company is an independent, fee-based advisory firm serving over 1,000 clients with investment management, financial planning, and estate and wealth coordination. The firm employs fundamental analysis and asset-allocation driven model portfolios with a focus on long-term, low-turnover strategies tailored to client risk profiles.

Lindsay Fitzpatrick is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. She has worked at Old Mission Investment Company, LLC since 2019 and previously held roles at Rehmann Financial Network, Royal Alliance, and Rehmann Financial. Fitzpatrick serves on the Finance Committee Board of the YWCA Great Lakes Bay Region, where she reviews financial statements, budgets, and investment management. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients. The firm offers investment management, financial planning, and estate and wealth coordination, utilizing fundamental analysis and asset-allocation driven model portfolios tailored to client risk profiles.

Christopher Lamb is a financial advisor with Old Mission Investment Company, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Old Mission since 2006 and previously held roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Prudential Equity Group. He also serves as President and CEO of Old Mission Trust Company, a corporate trust provider. Old Mission Investment Company is an independent, fee-based advisory firm serving individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses fundamental analysis and asset allocation-driven model portfolios focused on long-term, low-turnover strategies tailored to client risk profiles.