"A goal without a plan is just a wish." Laura feels fortunate. Guided by principles of integrity, honesty and passion, she's proud to have built a successful investment firm, and to continue to push herself to grow. With her success and a desire to give back, she turned her focus to philanthropy.

When asked what he values most, Tom answered "Religious faith and trust in God, loyalty to others, and giving back -- to church, community, others in need".

Jane values her membership with the Planned Giving Roundtable of Southeast Michigan as it provides the opportunity to learn more about planned giving and connects her with others who do this work.