Broker Check

American Group Retirement Strategy Centers - Southfield, MI

 

Team


THE AMERICA GROUP TEAM – FIRST RESPONDERS

The America Group Team is comprised of highly skilled first responders, who offer advisors guidance and a high level of service that is efficient and timely. The team’s expertise covers all the needs of an advisor including transitioning, technology, case design and planning, marketing, training, strategic coaching and a whole lot more. As first responders, we know how to save time and can introduce ways to build efficiencies and mainstream processes that help advisors grow faster, build in more personal time, and enjoy client facing as they grow their business. Each team member brings a high level of expertise, passion and industry knowledge for what they do to all advisors who affiliate with LPL Financial as independents, bank or institution employees, and/or cross-platform (working both channels) relationships.

LPL SERVICE360 TEAM

As one of LPL Financials Largest Enterprises advisors are provided with a Dedicated 360 Team-based service solution that assigns selected Service 360 associates to your firm to provide personalized service that focuses on the qualities that matter most to advisors:

  • Accuracy
  • Consistency
  • Follow-Up

DEDICATED SERVICE360 FEATURES:

  • Dedicated service that takes exclusive ownership of your service needs
  • The opportunity to establish a personalized working relationship with your dedicated associates
  • A personalized number to call and a simplified phone menu
  • Quicker, more direct processing of operational requests
  • A single point of contact from start to finish, including issue resolution and follow-up

1-358785


AGRSC Services Team:



 
Craig is President and CEO of America Group Retirement Strategy Centers and a registered principal with LPL Financial. He started his practice in 1976 and founded America Group Retirement Strategy Centers in 1982. America Group is one...

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Tod R. Phillips, ChFC, CLU

Firm LPL Registered Principal & Executive Vice President

(248) 353-6570 x320

Tod brings 40 plus years of experience in the Financial Services Industry.

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Lori Byrum

Director, Human Resources & Operations

(248) 353-6570 x329

Lori joined America Group Retirement Strategy Centers in April 2014 and is a key person who provides a smooth and experienced hand in working with advisors of the America Group Retirement Strategy Centers. She helps to make life...

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Series 7 and 66 licensed through LPL Financial. Michelle is a specialist who assists the America Group with LPL Financials investment platform, as well as the firms preferred money managers, alternative investment institutions, and...

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Elizabeth Derrick

Director, Talent Acquisition & Transition Specialist

(248) 353-6570 x345

Liz is Director of Talent Acquisition and a Transition Specialist of America Group Retirement Strategy Centers. She started in the financial services industry in May of 2003 after working for the past 20 years as an entrepreneur in...

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Sally Cholewka

Director, Financial Planning Services

(248) 353-6570 x306

Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, serves as a trusted resource for financial planning questions, concepts and case design. Since joining the America Group team in 2012, her primary mission is to...

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Benson Frost

Para Planner & Advisor Services Team

(248) 353-6570 x351

Benson joined the America Group in 2014 and has six years of broad Financial Services and Insurance Industry experience.

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Dan Lone

Information Technology & Advisor Services Team

Dan joined America Group in October of 2014 and serves as the information technology systems administrator. He ensures that our technology is compliant, he assists with troubleshooting malfunctions and he provides insightful...

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Cheryl Vink

America Group Receptionist

248-353-6570

248-352-3612

Cheryl is the America Groups receptionist and welcomes all visitors to the firm. She is responsible for our lobby area and provides additional administrative support. She graduated from the Detroit College of Business with a Bachelor...

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