Meet Our Team

Jared is a highly accomplished CERTIFIED FINANCIAL PLANNER™ (CFP®) and co-founder of Bloomfield Hills Advisory. With nearly two decades of experience in the financial services industry, Jared has established himself as a trusted advisor and an established expert in the field of financial planning. Jared's passion for finance and his unwavering commitment to helping individuals and families achieve their financial goals have been the driving forces behind his successful career.

He holds a Bachelor's degree in Finance from Walsh College and has obtained the rigorous CFP® designation, demonstrating his deep understanding of financial planning principles and his dedication to upholding the highest standards of professionalism and fiduciary duties. Most recently, he was featured on AdvisorHub as one of the “Top 100 Solo Advisors” to watch in 2023. He holds his Series 7, Series 66, Life and Variable licenses. In addition to these accomplishments, Jared actively holds certifications as a National Social Security Advisor (NSSA™), Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®).

As one of the founders of Bloomfield Hills Advisory, Jared has built a reputation for providing personalized and comprehensive financial planning services to his clients. He believes in taking a holistic approach to financial planning, considering each client's unique circumstances, goals, and aspirations. Through careful analysis and strategic guidance, Jared helps his clients navigate the complex financial landscape, offering tailored solutions that align with their long-term objectives. Jared's expertise covers a wide range of financial areas, including investment management, retirement planning, tax planning, estate planning, and risk management. He stays informed of the latest industry trends and regulatory changes, ensuring that his clients receive the most up-to-date advice and recommendations.

Beyond his professional achievements, Jared is known for his unwavering integrity, genuine empathy, exceptional communication skills, and positive impact in the lives of those he serves. Jared's dedication to his clients' financial well-being is evident in the long-lasting partnerships and trust he has forged over the years. In addition to his client-centric work, Jared is actively involved in his community and participates in various financial education initiatives. He is a sought-after speaker, sharing his knowledge and insights at financial workshops, and contributes to articles for financial publications, aiming to educate and empower individuals to make informed financial decisions.

When Jared is away from work, he enjoys living an active lifestyle and spending quality time with his family and friends. Jared is avid at hiking our nation’s tallest peaks, mountain biking, skiing, tennis, learning photography, and bringing his German Shepherd, Nosara, along for the adventures.

Alexis Zuccaro is one of the founding members of Bloomfield Hills Advisory, an independently owned wealth management firm known for its exceptional investment guidance and client service. With a focus on helping individuals, executives, and business owners preserve their purchasing power throughout their lifetime, Alexis has played a crucial role in shaping the firm's success. After earning her bachelor's degree in history from Wayne State University, Alexis embarked on a diverse career journey. For ten years, she served as a General Manager, overseeing the daily operations, management team, and customer service of two independently owned restaurants. In 2015, Alexis transitioned into the financial services industry, joining Bloomfield Hills Financial. She currently holds Series 7 and 66 registrations, along with her Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®) designations. Moreover, Alexis is licensed in Life, Health, and Variable insurance. Beyond her professional achievements, Alexis prioritizes an active lifestyle. Alongside her husband Chris and their dalmatian, Mina, she embraces fitness, reading, and travel during her free time. This well-rounded approach to life reflects Alexis's dedication to personal growth and fulfillment.

Natalie Brent is a seasoned financial advisor and one of the esteemed co-founders of Bloomfield Hills Advisory.  With a passion for helping individuals and businesses achieve their financial goals, Natalie has built a reputation for providing expert guidance in wealth management, investment strategies, and retirement planning.  With her comprehensive knowledge of the financial landscape and a client-centric approach, she has empowered countless clients to make informed decisions and navigate complex financial markets.  Natalie's dedication, integrity, and commitment to excellence have made her a trusted advisor in the industry, and she prides herself on her exceptional service and the long-term relationships that she has built with her clients.

Natalie earned her Bachelor’s Degree in Finance from Western Michigan University and currently holds her Series 7, Series 24, Series 63, and Series 66 securities registrations along with her Life, Health and Variable licenses. Natalie has also attained her Certified Wealth Strategist designation (CWS).

When Natalie isn’t at work, she is busy with her husband and her three young children. Her weekends are usually spent watching youth sports at various locations across the state. She loves to travel and is a certified scuba diver. She also enjoys working out and playing tennis whenever she can. Natalie supports several local charities including the Rochester Area Neighborhood House and she served as a member of the Advisory Council for the Assistance League of Southeastern Michigan.

Kevin Ward is a Senior Wealth Advisor at Bloomfield Hills Advisory. Prior to joining Bloomfield Hills Advisory, Kevin was a Financial Advisor at Bloomfield Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

Kevin has over 20 years of experience in the financial industry and earned his bachelor’s degree from Central Michigan University. He currently holds his Series 7 and Series 66 securities registrations.

Kevin is an entrepreneur and values his philanthropic ventures such as fostering dogs and participating in fundraising events for animal welfare. He and his wife, Kelly, enjoy spending time in the mountains and on their jet ski, and collecting rare baseball cards.

Kindra Byerly is a wealth advisor at Bloomfield Hills Advisory. Prior to joining BHA Kindra was a wealth advisor at Bloomfield Hills Financial and SageView Advisory Group, providing investment guidance, and excellent client service to individuals to help pursue the preservation of their purchasing power throughout their lifetime and building long-lasting and meaningful relationships on loyalty and trust.

Kindra has 14 years of experience in the financial management sector and her commitment to delivering superior. Client service is apparent in her day-to-day interaction with her clients. Kindra has an extensive background in management and customer service having been employed as a manager of a four-star seafood restaurant for 15 years. Kindra currently holds her Series 6, 7, 63, and 65 registrations as well as being Life and Variable Annuities licensed, and is also a Certified Wealth Strategist, CWS and an Accredited Investment Fiduciary, AIF professional.

Kindra currently lives in Rochester Hills with her husband Mark. Her personal interests include gardening and gourmet cooking. She is also a certified Sommelier from The Court of Master Sommeliers and a member of the Rochester Junior Women’s Club and actively spends free time volunteering at The Rochester Area Neighborhood House.

Tim Giampetroni is a distinguished Chartered Financial Analyst with over two decades of experience in the financial industry. As the Chief Investment Officer of Bloomfield Hills Advisory, he brings a strategic and insightful approach to investment management. Throughout his career, Tim has demonstrated a deep understanding of financial markets, investment strategies, and risk management. His leadership has been instrumental in guiding the firm's investment decisions and cultivating a culture of excellence and integrity. With a strong commitment to delivering value to clients, Tim has played a pivotal role in developing tailored investment solutions that align with clients' financial goals and risk tolerance. His expertise and dedication have earned him a reputation for delivering exceptional results and building long-lasting client relationships. 

Tim is a proactive thought leader who stays abreast of the latest market trends and economic developments, allowing him to provide informed and astute guidance to the clients and the firm's investment team. His strategic vision and disciplined approach have contributed to the continued success of Bloomfield Hills Advisory. Outside of his professional endeavors, Tim remains active, finding joy in pursuits such as reading, sports, and quality time with friends and family.  

Morgan Golich is a dedicated Associate Wealth Advisor

 at Bloomfield Hills Advisory, where she applies her expertise in financial planning and client relations to assist clients in achieving their wealth management goals. Morgan entered the financial services industry in 2016 after graduating from the Eli Broad School of Business at Michigan State University. She currently holds the Series 7 and Series 66 registrations. With a background in finance and a strong commitment to personalized service and a focus on fostering strong client relationships and ensuring seamless execution of financial strategies. Morgan’s role is integral to the firm’s commitment to providing tailored wealth management solutions. Her attention to detail and knack for coordinating complex financial operations make her an invaluable asset to the Bloomfield Hills Advisory team. 

Outside of work, Morgan enjoys an active lifestyle and spending quality time with family and friends and her Career changed leader dog named Gunson. Morgan is an active supporter and volunteer of Leader Dogs for the Blind. She has a passion for the organization and assisting the visually impaired. You’ll catch Morgan catching sunsets and the Northern lights on Lake Michigan any chance she can get.  

Brett Bollaert is an Associate Wealth Advisor at Bloomfield Hills Advisory. Prior to joining Bloomfield Hills Advisory, he worked as a servicing specialist at Bloomfield Hills Financial. Brett has a deep passion for providing excellent service to clients and building long lasting relationships through proactive communication. 

Brett earned his bachelor’s degree in finance from Grand Valley State University and currently holds the Series 7, Series 66, Life, Health and Variable licenses. Brett continues to further his education in financial planning outside of work by taking additional coursework related to the industry. 

Outside of work, Brett enjoys living an active lifestyle through working out, taking his dog Bailey for a run and golfing. Brett is an avid Detroit Lions fan and often spends his Sundays in the fall at Ford Field watching the Lions with his dad and younger brother. 

Karen Clark is a Client Relations Manager at Bloomfield Hills Advisory. Prior to joining Bloomfield Hills Advisory, Karen was a Client Relations Manager at Bloomfield Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.

Karen has over 20 years of experience in client services in the financial industry.  She excels at helping clients and fellow team members with solutions to problems.

When Karen is not working, she enjoys time with her husband, Jim, and their cat Snickers.  Laughter is a high priority in their home, and they enjoy spending time with family, friends and community neighbors.  

Mollie is an Associate Wealth Advisor at Bloomfield Hills Advisory. She has over a decade-long career in the financial services industry. She has experience in banking, financial planning and wealth management. She earned her bachelor’s degree in psychology from Missouri Southern State University and currently holds her Series 7, Series 66, & Life and Variable licenses.

When Mollie is away from work, she enjoys spending time with her husband, Eric, and three dogs Ruth, Babs, and Frankie.  She also enjoys completing home renovations, hosting friends and family for dinner, camping, and fishing. 

Riya is a receptionist and administrative assistant at Bloomfield Hills Advisory. Riya plays a crucial role in managing the front office and providing administrative support.  Prior to her role here, she sharpened her customer service skills as a teller at a credit union, navigating the world of banking with precision and dedication. Riya finds comfort in reading outdoors, where the embrace of nature enhances her literary adventures. She cherishes playful moments with her dogs and enjoys creating lasting memories through board games and puzzles, strengthening connections with friends and family.