MEET THE TEAM

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Carl D. Gill

PRESIDENT

Why I Became a Financial Planner
When my grandparents passed… my mom inherited $250,000. In 1975 that was a lot of money then, but by 1985 it was gone. Unfortunately, she did not know how to: budget, plan, or grow her wealth. After she lost my college fund I was determined to never let this happen to anyone again. For that reason, I became a stockbroker in 1983 at Dean Witter.

As I grew my practice I began to “give back” to my local community; first as a Boy Scout Troop Leader and later as a big brother to inner-city families. For many years, I would drive into the city to pick up teenagers and pay them to rake the leaves piled up on my large lawn; this taught them the rewards of teamwork and planning. In between, I drilled them on learning their multiplication tables. Eventually, one of them became a college graduate in civil engineering.

Later on my dime, I flew to Biloxi Miss to help homeowners repair their homes from the severe damage Hurricane Katrina left behind. Eventually, I went overseas to South Africa and South America through my church to build an orphanage, church, and AIDs clinics. It was truly rewarding to help ad lasting value to the lives I touched.

Over the past 30 years, I was invited to provide on-site Lunch & Learn Retirement workshops at General Motors. I still regularly receive cards in the mail from clients who thanked me for preventing them from investment disasters that robbed other co-workers of their retirement savings, pension plans, marriages, and life. This is why I became a Financial Planner to provide lasting guidance and be a blessing to others.
My wife Olga and I have helped over 25 local Ukrainian refugees find work and shelter to repair their lives. We’re always looking to give back to our community.
God Bless,
Joe Turner III
MARKETING
OPERATIONS
Joe graduated from Detroit Northwestern High School in 1996 and earned a Bachelor of Science degree in 2000.
Since 2000, Joe has been working for USA Swimming as a competitive swim coach and is currently interning with us to become familiar with the financial industry. Joe looks forward to greeting you at our future client events. He brings a warm smile, helpful attitude, and technical expertise to our marketing operations.
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Loren Angelo

EXECUTIVE
ASSISTANT
Loren is a graduate from Oakland Community College with Associates Degrees in Accounting, Business Administration, and Liberal Arts. She also has many years of customer service experience and is always willing to learn and try new things. Loren has a knack for working out and has competed in 2 Olympic Lifting competitions: the most recent being in January 2022. When not in the gym, she enjoys reading and anything related to technology.