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Meet Our Team

Our team will work tirelessly to simplify your financial life. Please don't hesitate to call us if we can be of assistance.

Our Advisors

Justin Charise CFP®

Founding Partner

Brittany Maltby CFP®

Private Wealth Advisor

Investment Team

Luke Andriuk CFA®

Director of Investments

Laura M Muniz Godoy

Investment Operations Associate

Planning Team

Tom Taylor

Director of Financial Planning

Relationship Management & Marketing Team

Laurie Trepel

Insurance Operations Associate

Christy Charise

Chief Marketing Officer

Karra Fogliano DeBowes

Affiliate Advisors

Saugatuck Financial has a strong network of affiliated advisors locally and across the country.  We often leverage each’s others expertise to provide truly comprehensive planning and deliver a world class experience for our clients 

Gregory H Bambach

Financial Advisor