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About Mann & Associates

Company Overview
Integrity-Driven Financial Guidance

Mann & Associates was founded on the core belief that financial counsel must be built on integrity and reliability. Our purpose is to serve as a steady, authoritative partner for successful professionals and small business owners navigating complex financial decisions. We are committed to a partnership approach, prioritizing deep trust, ethical practices, and clear communication in every client relationship.

Our Approach A Dedicated Partnership for Your Goals

We guide you through a structured process designed for clarity and continuous alignment with your financial objectives.

Our Approach


Getting to Know You
Clear Discovery

We begin with in-depth conversations to fully understand your personal aspirations, professional complexity, and unique financial landscape.


Strategy in Motion
Integrated Planning

Our team then leverages this understanding to construct a comprehensive financial strategy tailored to your specific needs, goals, and risk profile.


Putting It All Into Action
Purposeful Execution

This is where we support the implementation of the recommended financial strategies, ensuring all elements are put into effect with precision and clarity.


Consistent Care
Ongoing Alignment

Your financial plan is dynamic. We provide continuous monitoring and proactive adjustments to keep your strategy aligned with your evolving life and the changing financial environment.

Mission Statement
Our Client-Focused Mission

To be the authoritative financial partner for successful professionals and small business owners, providing strategies rooted in integrity to support the unlocking of your potential, together.

Meet The Team
Meet the Professionals Committed to Your Success

Our experienced team is here to offer the credible guidance and specialized knowledge your complex financial life requires.

Bob Coleman

Bob Coleman

Marketing Manager

Bob Coleman is the Marketing Manager and has been with the company for nearly 10 years. In his role, he coaches Gurveer through personalized one-on-one marketing meetings, Bob takes a collaborative and conversational approach to...
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Brian J. Lynn

Brian J. Lynn

Sr. Vice President

Brian Lynn works closely with financial advisors to manage compliant practices that are built around the client's best interests. Working specifically in the fields of compliance and operations since 1998, he truly understands the...
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Gurveer Mann

Gurveer Mann

Executive Director of Financial Planning

Gurveer Mann is an Executive Director of Financial Planning with Mann and Associates at Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and...
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Heather Weintraub

Heather Weintraub

Practice Manager

Heather Weintraub is an Executive Practice Manager at Michigan Financial Companies. Heather brings over 13 years of experience in the financial services industry to Gurveer's practice. Heather is responsible for client outreach and...
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Joseph Petrovich

Joseph Petrovich

Director Of New Business

Joseph Petrovich is the Director of New Business for Mann & Associates. His role is to manage and submit new business and applications. Joseph works closely with advisors to make sure that their clients are taken care of and accounts...
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Kristen N. Walker

Kristen N. Walker

Sr. Vice President

Through our Practice Management division, Kristen guides the advisor on all aspects of managing their practice which includes building their team, honing their service offerings, multi-generational planning efforts, marketing,...
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Madison Archibald

Madison Archibald

Marketing Coordinator

As Marketing Coordinator, plays a key role in executing social media strategies, managing email campaigns, and producing and editing video content that enhances the firm’s brand presence. She works closely with Gurveer to ensure each...
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Contact
Start Your Financial Partnership Today

We invite you to connect with our team and learn how a relationship built on trust and reliability can help clarify your financial future.


info@michiganfinancial.com


248-663-4700

Schedule a Conversation
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