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Associates

Teresa McClelland-Sargent

President

Phone Number (810) 733-5140

Email teresa@financialtaxplan.com
Jason Brown

Portfolio Analysis

Phone Number (810) 733-5140

Email Jason@financialtaxplan.com
Stephanie Zemore

Compliance Manager

Phone Number (810) 733-5140

Email Stephanie@financialtaxplan.com
Melissa Edmonds

Operations Manager / Client Service Specialist

Phone Number (810) 733-5140

Email Melissa@financialtaxplan.com
Dale McClelland

Emeritus Portfolio Consultant

Phone Number (810) 733-5140

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