KMG Executive Team
Anthony Whitbeck, CFP®, CLU®Chief Executive Officer
Ph: 248.785.3603
awhitbeck@keymanagementgrp.com
awhitbeck@keymanagementgrp.com
Shane HarveyDirector of Operations
Ph: 248.785.3593
sharvey@keymanagementgrp.com
sharvey@keymanagementgrp.com
Stephen Bratta, CMFC®, AAMS®Chief Financial Officer
Ph: 248.218.1249
sbratta@keymanagementgrp.com
sbratta@keymanagementgrp.com
Nicholas Tucker, CRPC®, APMA®Chief Operating Officer
Ph: 248.218.1250
ntucker@keymanagementgrp.com
ntucker@keymanagementgrp.com
Executive Coaches
John Sullivan, CFP®Director, Coach
Ph: 916.765.1529
jsullivan@keymanagementgrp.com
jsullivan@keymanagementgrp.com
Dawn RemCoach
Ph: 248.404.9667
drem@keymanagementgrp.com
drem@keymanagementgrp.com
Dave Detjen, CFP®Coach
Ph: 920.426.3376 x 11
ddetjen@keymanagementgrp.com
ddetjen@keymanagementgrp.com
Nicholas Tucker, CRPC®, APMA®Coach
Ph: 248.218.1250
ntucker@keymanagementgrp.com
ntucker@keymanagementgrp.com
Eric LejeuneCoach
Ph: 248.404.9660 x 101
elejeune@keymanagementgrp.com
elejeune@keymanagementgrp.com
Anthony Whitbeck, CFP®, CLU®Coach
Ph: 248.785.3603
awhitbeck@keymanagementgrp.com
awhitbeck@keymanagementgrp.com
Brett Macauley, CRPC®Coach
Ph: 650.272.6157
bmacauley@keymanagementgrp.com
bmacauley@keymanagementgrp.com
Practice Management Team
Ben ThelenTeam Leader, Coach
Ph: 734.294.5206
bthelen@keymanagementgrp.com
bthelen@keymanagementgrp.com
Brandi HarveyCoach
Ph: 248.218.1274
bharvey@keymanagementgrp.com
bharvey@keymanagementgrp.com
Jenna WalczakCoach
Ph: 248.602.3768
jwalczak@keymanagementgrp.com
jwalczak@keymanagementgrp.com
Nicole MeehanHiring Consultant
Ph: 248.404.9660
nmeehan@keymanagementgrp.com
nmeehan@keymanagementgrp.com
Stacy SchafferTeam Support Specialist
Ph: 248.404.9667
sschaffer@keymanagementgrp.com
sschaffer@keymanagementgrp.com
Client Meeting Preparation Team
Jessica WallaTeam Leader
Ph: 248.716.6129
jwalla@keymanagementgrp.com
jwalla@keymanagementgrp.com
Frank StoverFinancial Analyst
fstover@keymanagementgrp.com
Kevin StoverData Analyst
kstover@keymanagementgrp.com
Anna JenningsData Analyst
ajennings@keymanagementgrp.com
Andrea CwiklinskiFinancial Analyst
Ph: 248.707.1073
acwiklinski@keymanagementgrp.com
acwiklinski@keymanagementgrp.com
Natasha LynnData Analyst
nlynn@keymanagementgrp.com
Financial Planning Team
Melissa JohnsonTeam Leader, Analyst
Ph: 248.825.8049
mjohnson@keymanagementgrp.com
mjohnson@keymanagementgrp.com
William StephensonAnalyst
Ph: 248.218.1352
wstephenson@keymanagementgrp.com
Angela BomberAnalyst
Ph: 248.461.3748
abomber@keymanagementgrp.com
abomber@keymanagementgrp.com
Amber ClineAnalyst
Ph: 248.244.0753
acline@keymanagementgrp.com
Travis LiedkeAnalyst
Ph: 248.247.7316
tliedke@keymanagementgrp.com
tliedke@keymanagementgrp.com
Advisor Legacy Team
Todd DohertyDirector, M&A Expert
Ph: 509.888.5889
tdoherty@advisorlegacy.com
tdoherty@advisorlegacy.com
Anthony Whitbeck, CFP®, CLU®M&A Expert
Ph: 248.785.3603
awhitbeck@advisorlegacy.com
awhitbeck@advisorlegacy.com
Alan Salomon, CPAM&A Expert
248.417.8051
asalomon@advisorlegacy.com
asalomon@advisorlegacy.com
Nicholas Tucker, CRPC®, APMA®M&A Expert
Ph: 248.218.1250
ntucker@advisorlegacy.com
ntucker@advisorlegacy.com
John Sullivan, CFP®M&A Expert
Ph: 916.765.1529
jsullivan@keymanagementgrp.com
jsullivan@keymanagementgrp.com
Jeff SternbergAttorney
Ph: 248.646.1056
jsternberg@kotzsangster.com
jsternberg@kotzsangster.com
Victoria WaltonExecutive Assistant
Ph: 248.218.1265
vwalton@advisorlegacy.com
vwalton@advisorlegacy.com
KMG Team
MaryAnn HutchinsonController
Ph: 248.404.9660 x 304
mhutchinson@keymanagementgrp.com
mhutchinson@keymanagementgrp.com
Anne WhitbeckAdministrative Assistant
Ph: 248.244.9107
annewhitbeck@keymanagementgrp.com
annewhitbeck@keymanagementgrp.com