Affiliates

Turner
Thompson

Mentor / Financial Consultant

Turner S. Thompson has been mentoring people in matters of business and life for many years. His devotion to giving back was recognized by the City of Detroit and his industry as the recipient of The Spirit of Detroit Award and The Paul E. Martin Award, respectively. Both given in recognition of community service. He was co-founder of Financial Architects, LLC, an investments and securities firm in Michigan. An avid golfer, Turner has used golf to support his church, and as a vehicle to encourage others to be more active, at all stages of life.

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Alexis
Davenport

Tax Preparer

Alexis Davenport, MBA, EA, is the Owner and Founder of Optimum Tax Services, LLC, a boutique Tax and Accounting firm located in Southfield, MI. Alexis has over 20+ years of experience in the Tax and Accounting field ranging from the Big 4 Public accounting firms to private industry companies. Optimum Tax Services was created because she felt passionately about helping individuals and small businesses understand and take ownership of their taxes.

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Dan
Diedrich

Auto Home and Liability Insurance

Dan Diederich is the VP of Property and Casualty at TDA Insurance & Financial Agency, LLC, a trusted independent insurance agency serving individuals, families, and businesses across Michigan. With a commitment to personalized service, Dan and his team specialize in home, auto, and business insurance, offering tailored coverage solutions to protect what matters most. As an independent agency, TDA Insurance represents over a dozen top-rated insurance carriers, allowing them to compare options and provide clients with the best coverage at competitive rates. They are a family owned and operated business, with locations in Walled Lake, Plymouth, and Saginaw, and have been serving Michigan insureds for nearly 30 years.

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Olivia

Moore

Medicare

Olivia resides in Farmington Hills Michigan and has over 34 years of Medicare experience, including direct experience as a partner employer with a Medicare Administrator. She retired from Blue Cross and Blue Shield of Michigan after 34 years of employment in healthcare administration including Medicare. She has an Associates Degree in Business Administration and holds a number of health care certifications and awards. As a remote, licensed independent agent with Blue Ocean Prosperity Group, she has certifications for Medicare, life Insurance and Affordable care act {ACA) .

Serving clients is her number one goal. From years of experience, she has learned that you must listen to a client's needs and then lead them in the right direction based on what's best for them.

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Jessica
Smith

Bookkeeper

Jessica Smith has over 25 years of experience assisting businesses with becoming more profitable. This includes serving as a financial advisor and office manager within a private wealth advisory practice. She is also a Certified Professional Life Financial Coach.

In addition to those credentials, she has degrees in Applied Arts and Sciences, and is the proud mother of two adult sons. In 2015, she founded her own business, JLS Vision Services, LLC., to pursue her passion of helping more entrepreneurs and small businesses. Her practice offers various services including bookkeeping, coaching, and consulting. The coaching and consulting is based on a proprietary program that is designed to help entrepreneurs and businesses amplify their results and profitability.