Key Management Group

Our Team

is passionate about your success.

Our Promise To You

Your Goals

Each practice is unique, and what is important to each advisor is different. We are here to serve YOU and work towards YOUR goals. We promise to always listen to what matters most to you.

Sustainable Systems

We promise to focus on creating sustainability within your practice - which means creating systems that you can maintain, scale, and grow. We will always focus on doing the right things for your clients with the confidence that good systems will bring more clients and more business.

Measured Success

We are confident in our ability to help you, and we want you to hold us accountable to that promise. For some advisors that means measuring business growth, for others it means measuring spare time and work-life balance, and for others it means measuring the ratio of time spent working on versus in the business. Whatever your goal - we want you to measure our ability to help you achieve it!

TRUSTED ADVICE

At the core of our service is a trusted relationship. We promise to be behind you on the big decisions and the small ones. We will serve as a trusted advisor, accountability partner, and your biggest supporter. We take this responsibility seriously, and we will pursue every opportunity to bring out the best in you, your team, and your practice.

Managing Partners

Anthony Whitbeck, CFP®, CLU®

Chief Executive Officer

Executive Coach

awhitbeck@keymanagementgrp.com

Ph: 248.785.3603

Nicholas Tucker, APMA®

Chief Operating Officer

Executive Coach

ntucker@keymanagementgrp.com

Ph: 248.218.1250

Stephen Bratta, CMFC®, AAMS®

Chief Financial Officer

Executive Coach

sbratta@keymanagementgrp.com

Ph: 248.218.1249

Coaches

John Sullivan, CFP®

Practice Management

Director/Executive Coach

jsullivan@keymanagementgrp.com

Ph: 916.765.1529

Brett Macauley, CRPC®

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Practice Management

Executive Coach

bmacauley@keymanagementgrp.com

Ph: 650.272.6157

Gregg Warner

Human Resources

Executive Coach/Director

gwarner@keymanagementgrp.com

Ph: 248.840.3334

Dave Detjen, CFP®

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Practice Management

Executive Coach

ddetjen@keymanagementgrp.com

Ph: 920.426.3376 x 11

Eric LeJeune

Practice Management

Executive Coach

elejeune@keymanagementgrp.com

Ph: 650.272.6157

Marc Nall, CFP®, AWMA®, CRPC®

Outsourcing

Executive Coach

mnall@keymanagementgrp.com

Ph: 248.244.6211

Todd Doherty

Acquisition & Legacy

Director/M&A Coach

tdoherty@keymanagementgrp.com

Ph: 248.825.8047

Alan M Salomon, CPA/ABV, CVA

Acqusition & Legacy

M&A Coach

asalomon@keymanagementgrp.com

Ph: 248.417.8051

Shane Harvey, CRPC®

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Outsourcing

Director/Coach

sharvey@keymanagementgrp.com

Ph: 248.785.3593

Dawn Marie Rem

Practice Management

Director/Coach

drem@keymanagementgrp.com

Ph: 248.404.9667

Brandi Harvey

Practice Management

Practice Management Coach

bharvey@keymanagementgrp.com

Ph: 248.218.1274

Tricia Stover

Practice Management

Practice Management Coach

tstover@keymanagementgrp.com

Ph. 248.244.0753

Vicki Walton

Practice Management

Practice Management Coach

vwalton@keymanagementgrp.com

Ph: 248.218.1265

Katie Schuster

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Practice Management

Practice Management Coach

kschuster@keymanagementgrp.com

Ph: 248.817.8870

Team Members

Jessica Swan

Outsourcing

Team Leader

jswan@keymanagementgrp.com

Ph: 248.716.6129

Jenny Galey, CFP®, CRPC®, MSF

Outsourcing

Team Member

jgaley@keymanagementgrp.com

Ph: 248.785.3616

Melissa Patterson, CRPC®

Outsourcing

Team Member

mpatterson@keymanagementgrp.com

Ph: 248.825.8046

Travis Liedke

Outsourcing

Team Member

tliedke@keymanagementgrp.com

Ph: 248.247.7316

Natalie Shannon, CFP®

Outsourcing

Team Member

nshannon@keymanagementgrp.com

Ph: 248.218.1352

Angela Bomber

Outsourcing

Team Member

abomber@keymanagementgrp.com

Ph: 248.461.3748

Andrea Cwiklinski

Outsourcing

Team Member

acwiklinski@keymanagementgrp.com

Ph: 248.707.1073

Jean-Charles Wilhelm

Outsourcing

Team Member

jwilhelm@keymanagementgrp.com

Ph: 248.404.9664

Katherine Casey-Naughton

Practice Management

Business Processor

kcasey-naughton@keymanagementgrp.com

Ph: 248.218.1258

Anne Whitbeck

Practice Management

Executive Assistant

annewhitbeck@keymanagementgrp.com

Ph: 248.244.9107

Testimonials

“I purchased my practice in 2007 in which I had worked as an AFA. I knew what direction that I wanted to take the practice but I did not have the time nor structure in place to do so. I started to search for help in the practice and was introduced to KMG. They were dedicated to helping me growing my business by working with us daily on all aspects of the practice, as well as help with preparation for all our meetings, which would free up my time. For me, hiring KMG was the obvious answer and we have had a great relationship ever since.”

Micheal A. Bowen, CRPC®

“An Advisor who truly cares about his clients will seek to ensure that he makes and keeps commitments to them in each of the critical areas of their financial plans. I lacked confidence in our structure to consistently deliver excellence in this area and found myself doing a lot of worrying. KMG has provided us with the necessary systems to do so, and a lot less worrying.“

Charles M. Evans, CFP®, CFS, CRPC®