WE
PARTNERS
Mark Kosanke
PEOPLE
Heather Trbovich
Jessica Howey
CONTACT US
Contact Information
HELP
SERVICES
Create income for retirement
Go for growth
Consolidate and coordinate
SPECIALTY AREAS
Equities (the market)
Real Estate
401k plan advisors
Taxes
WHAT WE DON'T DO!
Stock "Jockies"
Life Insurance
Captive Product Sellers
Accounting
CLIENTS
Individuals
Companies
Non-Profits
MANAGE
Review
Plan
Execute
Monitor & compare
INVESTMENTS
IRAs
401k and 403b rollovers
General savings
College savings
Annuities
Mutual funds
Managed accounts
Reits
Private placements
Jessica Howey
Administrative Assistant, Client Account Services
Joined Concorde in 2015
Areas of Expertise:
Clerical Assistance
Account Maintenance
Tax Assistance
Diploma:
Macomb Community College
Some interesting things about me:
Enjoys the outdoors. Spends a lot of free time "up north" fishing and hunting
Has a great compassion for animals. Hopes to someday run a dog rescue.
Also working on a Cosmetology license