Jackson, MI Office

Amberlee Smith is a financial advisor at &PARTNERS with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of her advisory role, she is also a licensed real estate agent with ERA Reardon Realty. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.

Frank Lusebrink is a financial advisor at &Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he participates in an investment club called Ocean Front Capital Group. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing both proprietary and third-party approaches.

John Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at several Wells Fargo entities from 2009 to 2024 before joining \u0026Partners in 2024. Outside of advising, he serves as a manager of JBK Jackson LLC, an entity related to operational expense management for Meridian Wealth Management \u0026Partners. \u0026Partners serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary portfolio management using a combination of fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliates from 2011 to 2024 before joining &Partners. Outside of advising, he serves as secretary of Camp Debby, Inc., a recreational hunting and camping land entity, and is associated with 2 1 Romeo, Inc., a private-use personal aircraft. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Bradley Clark is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of advising, he serves as a director at the Country Club of Jackson, Michigan. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies, with services delivered through its dual registration as a registered investment adviser and broker-dealer.

James Grace is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He is also a member of an investment club called Ocean Front Capital Group. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies to manage client portfolios.