KMG Executive Team

Anthony Whitbeck, CFP®, CLU®Chief Executive Officer
Ph: 248.785.3603
awhitbeck@keymanagementgrp.com
Stephen Bratta, CMFC®, AAMS®Chief Financial Officer
Ph: 248.218.1249
sbratta@keymanagementgrp.com
Nicholas Tucker, CRPC®, APMA®Chief Operating Officer
Ph: 248.218.1250
ntucker@keymanagementgrp.com

Executive Coaches

John Sullivan, CFP®Director, Coach
Ph: 916.765.1529
jsullivan@keymanagementgrp.com
Dawn RemCoach
Ph: 248.404.9667
drem@keymanagementgrp.com
Dave Detjen, CFP®Coach
Ph: 920.426.3376 x 11
ddetjen@keymanagementgrp.com
Nicholas Tucker, CRPC®, APMA®Coach
Ph: 248.218.1250
ntucker@keymanagementgrp.com
Eric LejeuneCoach
Ph: 248.404.9660 x 101
elejeune@keymanagementgrp.com
Anthony Whitbeck, CFP®, CLU®Coach
Ph: 248.785.3603
awhitbeck@keymanagementgrp.com
Brett Macauley, CRPC®Coach
Ph: 650.533.1357
bmacauley@keymanagementgrp.com

Practice Management Team

Ben ThelenTeam Leader, Coach
Ph: 734.294.5206
bthelen@keymanagementgrp.com
Brogan ProbertCoach
Ph: 248.602.3768
bprobert@keymanagementgrp.com
Dawn RemCoach
Ph: 248.404.9667
drem@keymanagementgrp.com
Brandon SmithTrainer
Ph: 248.397.1618
bsmith@keymanagementgrp.com
Stacy SchafferTrainer
Ph: 248.509.2437
sschaffer@keymanagementgrp.com

Client Meeting Preparation Team

Jessica WallaTeam Leader
Ph: 248.716.6129
jwalla@keymanagementgrp.com
Kevin StoverData Analyst
kstover@keymanagementgrp.com
Andrea CwiklinskiFinancial Analyst
Ph: 248.707.1073
acwiklinski@keymanagementgrp.com
Amber ClineData Analyst
Ph: 248.244.0753 acline@keymanagementgrp.com
Frank StoverFinancial Analyst
fstover@keymanagementgrp.com
Natasha LynnData Analyst
nlynn@keymanagementgrp.com

Financial Planning Team

Melissa JohnsonTeam Leader, Analyst
Ph: 248.825.8049
mjohnson@keymanagementgrp.com
William StephensonAnalyst
Ph: 248.218.1352 wstephenson@keymanagementgrp.com
Andrew AlltopAnalyst
Ph: 248.244.2405
aalltop@keymanagementgrp.com
Anna JenningsAnalyst
ajennings@keymanagementgrp.com
Travis LiedkeAnalyst
Ph: 248.247.7316
tliedke@keymanagementgrp.com
Tyler BrownsworthIntern
Ph: 248.581.3111
tbrownsworth@keymanagementgrp.com

Advisor Legacy Team

Todd DohertyManaging Director, Acquisition and Legacy Planning
Ph: 509.888.5889
tdoherty@advisorlegacy.com
Anthony Whitbeck, CFP®, CLU®M&A Expert
Ph: 248.785.3603
awhitbeck@advisorlegacy.com
Travis LiedkeAnalyst
Ph: 248.247.7316
tliedke@advisorlegacy.com
Alan Salomon, CPAM&A Expert
248.417.8051
asalomon@advisorlegacy.com
Nicholas Tucker, CRPC®, APMA®M&A Expert
Ph: 248.218.1250
ntucker@advisorlegacy.com
Vicki WaltonOperations Manager
Ph: 248.218.1265
vwalton@advisorlegacy.com
Jeff SternbergAttorney
Ph: 248.646.1056
jsternberg@kotzsangster.com
John Sullivan, CFP®M&A Expert
Ph: 916.765.1529
jsullivan@keymanagementgrp.com
Jill DohertyRelationship Manager
Ph: 248.461.3748
jdoherty@keymanagementgrp.com

KMG Team

MaryAnn HutchinsonController
Ph: 248.404.9660 x 304
mhutchinson@keymanagementgrp.com
Anne WhitbeckAdministrative Assistant
Ph: 248.244.9107
annewhitbeck@keymanagementgrp.com
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