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Our Team

We work within a system that accounting professionals understand - a system that cultivates a culture of balance and trust. This enables you to offer financial services as a natural complement to your traditional accounting practice. Through the Professional Affiliation Program you can share in the success of your new strategic alliance - but it is your clients that truly benefit. They have their most trusted advisor helping them to implement financial services, and it doesn’t cost any additional funds.

William Bates

William C. Bates ChFC, CLU, - Senior Partner

Mr. Bates is a graduate of Northern Michigan University. He also holds both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. Bill's 25 years of experience as a wealth management professional have honed his skills and developed a personal philosophy that strives to reach a balance of family and work relationships.

His honest, direct style of communication begins with excellent listening skills and leads to an open consultation method that encourages dialogue and discussion. The Michigan native lives in Clarkston with his wife and daughters.

Charles Craves

Charles P. Craves - Senior Partner

Mr. Craves graduated from Northwood University with a BBA in Management and Finance. He is a General Securities Principal, holds various other securities registrations, and is licensed for Life, Health and Variable Contracts insurance.

Since 1985, Charles has gained a vast reservoir of real-life experience and situations to assist clients. Objective yet empathetic, he focuses on the unique situation of each client when designing a course of action that suits their needs and goals.

Mr. Craves lives in Clarkston with his wife Susan and daughter Adia.

Neil Bitzer

Neil E. Bitzer - Senior Partner

Always an independent entrepreneurial spirit, Neil began launching businesses even as a youngster. His interests led to a Business Administration degree from Saginaw Valley State University.

Neil values the ability to put the dreams, goals, family and finances of his clients first. Straight talking, caring, trusted and knowledgeable, Neil strives to spoil every client with personal attention and prove that each is his most important with great customer service. A Michigan native, Neil lives in Clarkston with his wife Kathryn and three daughters.