David Kelton

President | Wealth Manager

David’s experience comes from over 33 years of dedicated service to his clients. As a successful Financial Advisor at Ameriprise, David received a prestigious place on the Chairman’s Advisory Council® from 2004 until he left the company in 2012.

David established Independent Financial Advisors, LLC in August of 2012 with the purpose of providing their clients with outstanding service and objective financial advice. The following year, and subsequent years, it is David’s honor to be the recipient of the LPL Financial Chairman’s Council Membership.

He received a B.A. in Communication from Eastern Michigan University.

David lives in Pinckney with his wife, Kathi. He enjoys fishing, gardening, and researching investments.

DISCLOSURES

Ameriprise Chairman’s Advisory Council is based on distinguished performance and client service. The Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers. Independent Financial Advisors  LLC LPL Chairman’s Council Achievement is based on annual production among LPL Advisors only

Gary D. Copi CFP®, CPA, MBA

CERTIFIED FINANCIAL PLANNER™ | Director of Finance

Gary’s tax knowledge, coupled with his securities experience, make him a valuable asset to the Independent Financial Advisors team. He has obtained the following professional registrations, designations and licenses:

  • Certified Public Accountant®
  • CERTIFIED FINANCIAL PLANNER™ 
  • Series 7*
  • Series 66**
  • Life, Accident & Health Insurance License for the State of Michigan

He received a B.S. in Accounting from Madonna University and an MBA from Michigan State University.

*Securities registrations held with LPL Financial.

**Securities registrations held with both LPL Financial and Independent Financial Advisor

    Brent Richards

    LPL Financial Advisor | Wealth Strategist

    Brent has over 20 years’ experience in the financial services industry. In addition to working closely with clients to develop and implement their long-term financial goals, Brent also brings his extensive knowledge of investments to the wealth management team.

    Brent has obtained the following registrations and licenses:

    • Series 7*
    • Series 63*
    • Series 66**
    • Life, Accident & Health Insurance License for the State of Michigan

    He graduated from The Ohio State University with a Bachelor of Arts degree. Brent and his wife live in Dearborn with their three sons. He is an active member his church, and a Boy Scout Troop Committee Chairman.

    *Securities registrations held with LPL Financial.

    **Securities registrations held with both LPL Financial and Independent Financial Advisors

    Raymee Johnson

    LPL Financial Advisor | Director of Client Service

    Raymee has been a member of David Kelton’s growing team since 2001, providing client service as a financial advisor and in various support roles.

    Raymee has obtained the following registrations and licenses:

    • Series 7*
    • Series 63*
    • Series 65**
    • Life, Accident & Health Insurance License for the State of Michigan

    Raymee earned a B.A. in Communication from the University of Michigan. She enjoys participating in charitable events, such as fundraising walks and bike rides, which reflect her love of outdoor activities. Organizations close to Raymee’s heart include the Angelman Syndrome Foundation and Make-A-Wish Michigan. In her spare time, Raymee practices yoga, reads, travels, and maximizes every moment of free time with her family.

    *Securities registrations held with LPL Financial.
    **Registrations held with Independent Financial Advisors.

    *Securities registrations held with both LPL Financial and Independent Financial Advisor

      Camille Harrison CDFA®

      LPL Branch Manager | Director of Marketing

      Prior to joining David’s team in 2010, Camille served as a Licensing, Compliance, and Legal Coordinator and Registered Principal Supervisor. Camille holds the following designations, registrations, and licenses:

      • Certified Divorce Financial Analyst®
      • Series 24*
      • Series 7*
      • Series 9/10*
      • State Securities Series 66 **
      • Life, Accident & Health Insurance License for the State of Michigan

      *Securities registrations held with LPL Financial.

      **Securities registrations held with both LPL Financial and Independent Financial Advisors.

      Kenyetta Sandusky

      Paraplanner | Client Service Specialist

      Prior to joining us in 2014, Kenyetta was a veteran of the banking industry, with over 12 years of managerial and client service experience. She has a strong commitment to serving clients well and to making a difference in the lives of others. Kenyetta earned her B.A. in Business Administration from Davenport University and also carries Life, Accident, and Health Insurance Licenses for the state of Michigan.

      During her leisure time, she delights others with her exquisite baking and culinary skills.

      Jasmine Sandusky

      Paraplanner | Client Service Specialist

      Jasmine joined the IFA team in 2018, bringing with her several years of customer service and client-focused experience. She previously worked in various positions related to the pharmaceutical industry and recently acquired her Associate’s Degree in Applied Science.

      Jasmine has obtained the following registrations and licenses:

      • Series 7 - held through LPL Financial*
      • Series 66 - held through LPL Financial**
      • Life, Accident & Health Insurance License for the State of Michigan

      Looking to further her knowledge in the financial field, Jasmine is pursuing additional educational opportunities and continuing to working closely with her colleagues.

      Jasmine spends her time away from work with her daughter and their shorkie, Rocky.

      *Securities registrations held with LPL Financial.
      **Registrations held with Independent Financial Advisors.

      Steven Cornwall

      Wealth Strategist

      With over 23 years of financial services industry experience, Steve brings comprehensive knowledge and skills to the Independent Financial Advisors wealth management team.

      Steve earned a B.A. in Economics from the University of Michigan, and has the following registrations and licenses:

      • Series 7*
      • Series 66*
      • Life, Accident & Health Insurance License for the State of Michigan
      • Chartered Financial Analyst (CFA©) Level II Candidate**

      *Securities registrations held with LPL Financial. 

      **The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards.

      Christine Evans

      Client Service Administrator

      Chris began working in the financial services industry in 2008. Her strong attention to detail, ability to multi-task, and desire to provide outstanding customer service make Chris an important member of the Independent Financial Advisors team.

      Chris also owns her own consulting business and is currently pursuing an accounting degree at Schoolcraft College.

      Marge Perakis

      Assistant Director of Marketing

      Providing administrative support for our team since 2011, Marge’s positive attitude and attention to detail are of significant value to the Independent Financial Advisors team. Prior to her career with us, Marge worked as an executive assistant in the health and pharmaceutical industries.

      Her formal education includes administrative educational programs at Schoolcraft College and Madonna University. Marge and her husband, Dean, have two children and four grandchildren.