Broker Check

Meet the Team

Peg Lutz, CFP®, CDFA

Operations Manager

231-876-0206

231-876-0208

[email protected]

Peg joined Waddell & Reed in 1999. In 2005, Peg earned the CERTIFIED FINANCIAL PLANNER™ mark. After seeing a need, Peg received her designation as a CDFA™ (Certified Divorce Financial Analyst) in 2010. Peg can work with...
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Paul E. Singer, RFC®, BFA

Managing Partner

231-876-0206

231-876-0208

[email protected]

Paul started with Waddell & Reed in 2000, while living in the state of Minnesota, then entered management in 2002. In 2004, Paul became district manager for the Grand Rapids and western Michigan Division, with a focus on training...
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David P. Blackmore, CRPC®

Partner

616-855-8642

616-956-7135

[email protected]

Dave was involved in church ministry for 30 years prior to joining Waddell & Reed. Dave’s unique approach centers largely on client education and interaction. Dave utilizes his experience to develop strategies that focus on...

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Mandie J. Dodgson

Partner

616-855-8673

616-956-7135

[email protected]

As a financial advisor, Mandie’s passion is to assist clients in identifying and pursuing their financial goals. Utilizing her client’s values as the foundation, Mandie helps implement suitable strategies through...
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James R. Carnaghi, RFC®

231-876-0206

231-876-0208

[email protected]

Jim started his career in financial services in 2014, serving the Metro-Detroit area. In 2018, Jim relocated to Cadillac to join Connect Financial and has obtained the RFC® (Registered Financial Consultant) designation. In addition...
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Barbara A. Blackmore

Executive Assistant

866-956-6051

616-956-7135

[email protected]

Barb has worked in an administrative/office manager role throughout her career in various office settings ( i.e. private, public and collegiate). Barb enjoys working with people and assisting whenever possible. Barb is married, with...

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Sherry L. Leusby

Client Relationships

231-876-0206

231-876-0208

[email protected]

Sherry is often the first point of contact for clients when they call the Cadillac office. Sherry brings a broad range of experience to the team, including small business ownership and healthcare management. Sherry is driven to provide...
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