Broker Check

Team

Timothy Bogert, CLU, ChFC, LIC, AIF®, believes our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

TIMOTHY P. BOGERT, CLU, ChFC, LIC, AIF®, is a Financial Consultant for people who want to invest in their family’s future. He has practiced a values-based method of financial planning for over 35 years...

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Kathleen Cook

Assistant to Timothy Bogert

(248) 841-1804

(248) 759-4046

Since 2015 Kathleen has been assistant to Timothy Bogert. Responsible for organization and co-ordination of office operations, procedures, and resources to facilitate organization effectiveness and efficiency. She is proficient in...

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Sally Cholewka CFP®

Director of Financial Planning Services

Sally provides analysis and assists in the case design of comprehensive plans and reporting tools. She holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL’s online tools including Wealth...

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Randy Malloy

Paraplanner

Randy works closely with Sally Cholewka Director of Financial Planning in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with...

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Dan Lone

Information Technology Systems Administrator

Dan is experienced with operating systems and programming languages and is passionate about development and taking on challenging goals. He maintains security and technology systems throughout the firm and assists America Group...

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