Broker Check

Team

 

To Ernesta, helping clients plan for their financial future goes beyond simply crunching numbers. She understands that people need to feel comfortable with their financial advisor, so she does everything she can to put them at ease.

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Diana Charney

Relationship Specialist

248-353-6570 x 168

Diana manages all of Ernesta’s client services and communications. With four years in the financial service industry, her responsibilities include the coordination of all staff services, and the servicing of client accounts. Diana has...

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Tod’s 40 years of industry experience offers a remarkable amount of knowledge and expertise. Tod is a system specialist who manages all compliance systems and operations for Ernesta. His strengths include the broadest knowledge base of...

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Sally Cholewka

Para Planner Services

(248) 353-6570

Sally provides analysis and assists in the case design of comprehensive plans and reporting tools. She holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL’s online tools including Wealth Vision/eMoney,...

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Randy Malloy

Para Planner

Randy provides analysis and assists in the case design of comprehensive plans and reporting tools. He holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL’s online tools including Wealth...

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Dan Lone

IT Systems Administrator

Dan is experienced with operating systems and programming languages and is passionate about development and taking on challenging goals. He maintains security and technology systems throughout the firm and assists Ernesta with her...

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