Broker Check

How to Contact Our Team

Holland, OH Branch:  (419) 861-1682

Livonia, MI Branch:  (734) 632-0900

Ext. 1:  Terence Reed

Ext. 2:  Elizabeth Marshall

Ext. 3:  Melissa Pilzner 

Ext. 4:  Ryan Cohen

Financial Professionals:

Matthew Smith:  Matt@MakingInvestingPersonal.com

Melissa Pilzner: Melissa@MakingInvestingPersonal.com

Ryan Cohen: Ryan@MakingInvestingPersonal.com

Terence Reed: Terry@MakingInvestingPersonal.com


Client Operations Coordinators:

Becky Fielder (OH):  Rebecca.Fielder@myAvantax.com

Elizabeth Marshall (MI): Beth@MakingInvestingPersonal.com

Michael Park (MI): Mike@MakingInvestingPersonal.com

Holland, Ohio Branch

Holland, Ohio Branch


Phone Number:  (419) 861-1682

Fax Number:  (419) 861-3201

Address:  7359 International Dr, Ste A, Holland, OH 43528

Directions:  Our office is conveniently located in Springfield Township - just south of Airport Highway.

From the Route 2/Airport Highway Exit of US 23 / I-475, head west on Route 2 towards the airport.  You will go about 2 miles, passing Spring Meadows Shopping Center on your right along with McCord Road and Holloway Road.

Just past Holloway Road on the left hand side is Fairborne Drive.  This is where the Auto Zone is.  Take a left on Fairborne, and you will go about 100 yards before it dead ends into International Drive.  Our building will be right in front of you.  We are in unit A - the street side of the building.

PLEASE NOTE:  Mapping software and websites (such as Mapquest and Google Maps) have us further down the street.  Our office is at the intersection of Fairborne and International Drives.

Livonia, Michigan Branch

Livonia, Michigan Branch


Phone Number:  (734) 632-0900

Fax Number:  (734) 632-0899

Address:  17310 Farmington Road, Livonia, MI 48152

Directions:  Our office is located at the North East corner of the Farmington Road and Six Mile Road intersection.  The office complex is  between St. Aiden's Church and a bank building, and our specific suite is in the front, right corner.  We suggest you look for the bright green, wrap-around, decal banner on the windows that list our various investment categories.  Also, you may see there are two entry doors to the office – one on the front of the building and one on the side.  Please come in through the entrance on the front of the building.

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