About John M. Lugauer

Over two decades ago, while finishing a Bachelor of Science degree at Taylor University, John Lugauer decided to pursue a career as a financial planner. After several years working as a systems analyst in a financial institution, he continued to learn about the investment and financial industry and worked part-time in the industry to gain experience. In 1999, John opened his office in Schoolcraft, Michigan, and completed his securities registration and insurance licensing requirements.

John desires to be a very knowledgeable and honest financial planner for his clients. He has continued his life-long learning by completing his advisory designation in late 1999 and additional exam requirements in 2004, Registered Financial Consultant designation and the CERTIFIED FINANCIAL PLANNER™ Practitioner certification in 2007.  In 2013, John continued his education by adding the Accredited Investment Fiduciary® designation.
​About Roger D. Haag
Coming soon!
​About Jennifer M. Damkoehler
Coming soon!
“I take personal satisfaction in helping my clients pursue their goals. For me, it is very rewarding and humbling knowing that people place their highest trust in my knowledge and abilities to guide them through some of life’s toughest decisions.”
John M. Lugauer, CFP® 
CERTIFIED FINANCIAL
 PLANNER™ Professional
Roger D. Haag, CFP® 
Norton Shores Office Manager
Rhonda L. Wright 
Kalamazoo Office Manager
Jennifer M. Damkoehler
Operations Manager