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Keith Mahle, CFP, CIMA
Vice President
Financial Advisor
Senior Investment Consultant
Professional Alliance Group Director
Financial Advisor
Senior Investment Consultant
Professional Alliance Group Director
tel: (248) 740-7160
toll free: (800) 227-1931
fax: (248) 740-9530

Professional Details
- 2000 - present: Morgan Stanley*
Troy, MI - 1996 - 2000: Consulting Group of Smith Barney
Birmingham, MI - BS - Finance, 1993
Central Michigan University
Mt. Pleasant, MI - CIMA, 1999
Wharton
Philadelphia, PA - CERTIFIED FINANCIAL PLANNER
- Series 7, 63, 65, 66 & 31 Licensed
- Life, Accident & Health Insurance Licensed
Keith Mahle, CFP , CIMA
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, GA, IA, ID, IL, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, WI

Christopher T. R. Letts
Second Vice President
Financial Advisor
Guided Portfolio Manager
Financial Planning Specialist
Financial Advisor
Guided Portfolio Manager
Financial Planning Specialist
tel: (248) 740-7105
toll free: (800) 227-1931
fax: (248) 740-9530
Professional Details
- BA - Finance with Honors
Eli Broad School of Business
Michigan State - Series 7, 31 & 66 Licensed
- Life, Accident & Health Insurance Licensed
- Smith Barney
Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Troy, MI - General Mills
Minneapolis, MN - Brother Rice Business Alliance
President & Board Member
Bloomfield Hills, MI - Michigan State Alumni Association
Director and Board Member
Oakland County, MI - Brother Rice Alumni Association
Treasurer and Board member
Bloomfield Hills, Mi - Bethel Manor Christian Co-Operative
Past Board Member and President
East Lansing, MI - Birmingham Bloomfield Hills Chamber of Commerce
Organizing Committee - Vine & Dine
Birmingham, MI - The Huntsman Hunt Club
Dryden, MI - Beta Gamma Sigma
East Lansing, MI
Christopher T. R. Letts
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NY, OH, OK, PA, TX, UT, WI
Sharon K. McCaslin
Registered Marketing Associate
Consulting Group Analyst
Financial Planning Associate
Consulting Group Analyst
Financial Planning Associate
tel: 248.740.7167
fax: 248.250.5744
Professional Details
- 1986 - Present: Morgan Stanley*
- Series 9, 10 Licensed, 2005
- Series 7 & 63 Licensed, 1989
Mary E. Johns
Client Service Associate
tel: 248.740.7174
fax: 248.740.9530
Professional Details
- 1996 - Present: Morgan Stanley*
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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