Our Team
Ashlee Isaac, Executive Assistant
I grew up a small-town North of Jackson, I went to Leslie High School and graduated with the anticipation of moving away to a 4-year university. I chose Grand Valley State University to start my degree in Diagnostic Medical Sonography. I quickly came to the realization that Grand Valley and Sonography were not for me. I moved home after the year was over and started going to a school that was close to home. I also started working for an in-home care company in which I found a passion in helping people. Now after about a year I am expanding in the ways I help people by stepping into a financial assistance role.
Brittney Broich, Financial Consultant
Born and raised in Jackson, MI, I graduated from Northwest Community Schools in 2008. In 2009, I moved to East Lansing, MI to attend Michigan State University, where I met my wonderful husband of 12 years. After graduating with a Veterinary Technology degree, we decided to move back to Hudson, MI, where we had two amazing children in 2013 and 2015. After becoming a stay-at-home mom for 3 years, I chose to work at the local bank part time. I came to realize how many people relied on social security benefits to pay for their entire retirement plan. This is where I felt that my calling developed to help others become financially stable and independent from the government. I decided to go back to school and obtain my bachelor’s degree in business with a concentration of accounting from Capella University. I had the amazing opportunity to start my career in financial advising by helping public school teachers understand their state pension plan and help plan for retirement. Unfortunately, in April 2021, my husband passed away unexpectedly at the young age of 32. This required me to shift my focus from my career to my children’s physical, emotional, and mental wellbeing for the past few years. Now that we are in a stable position and I know that real life tragedies can happen when we least expect them, I believe in financial planning and financial security more than ever! I want to help others through those hard times and be prepared for those “unexpected” moments. I’m excited to meet with you and find financial solutions to your real-life worries.
Key Services
Advisory
Consulting
