Meet The Team

About me

Booker Brancheau

Contact Booker

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(810) 953-4444

Booker Brancheau

Booker is a recent graduate of Central Michigan University where he studied Economics and received his Bachelor of Science degree. Booker is currently a Level II Candidate in the Chartered Financial Analyst® (CFA) Program, a gold standard in the investment management industry.

Some of Booker’s various attributes include developing financial models to fit risk tolerance and return requirements for each individual client. He calculates portfolio measures and develops ways of diversification which reduces unsystematic risk.

In His Own Words

“I look forward to developing the building blocks for each of my client’s unique circumstances in life and helping them with their personal finances. I want to take the knowledge I have accumulated to help and teach my clients for a trusting, long-lasting relationship.”
Booker is involved is in the community acting as a member of Silver Lake Ski Club for 15 years. He appreciates his time off where he is either spending time with his family, fishing, water skiing or snowboarding.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (810) 953-4444
  • Fax:
    (810) 953-4400
  • E-Mail:
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