SERVING A CLIENT
IS ONE THING ...
TAKING CARE OF
A CLIENT IS ANOTHER
In our world, finance isn't just about the numbers. It is an integral part of our sense of self-worth and emotional wellbeing. Whether it be financial planning and/or income tax and related services, we manage and care for it all to help you fulfill your life goals.
CARRIE ERITANO, EA, RFC®
Financial Navigator
& Income Tax Specialist
Carrie founded MFSG in 2006 to offer holistic financial planning and investment services with a competitive edge in income tax preparation and related services. Whether it be tax services or financial planning, Carrie is passionate about teaching and guiding clients to make the most effective financial decisions for their families.
As a Registered Financial Consultant ~ Carrie holds FINRA Series 6, 63, and, 65. She also maintains life, health, and annuity licenses in several states. Carrie is also an Enrolled Agent, empowered by the US Dept. of Treasury to represent taxpayers before the IRS. Carrie received, with double honors awards, an Associates Degree from Mid Michigan Community College and is a member of the Phi Theta Kappa Society. Visit Money Concepts here.
BREANNA GARRETT
Client Services
Breanna, our lead client services administrator, cares for the investment and financial planning clients with great precision. She is your main point of contact for on-going investment account maintenance and inquiries. Her attention to detail and warm nature provides you and our office assurance and support throughout your financial journey.
For INVESTMENT related inquiries:
For TAX related inquires:
sayhello@myfinancialmission.net
BRENDA LEHMKUHLE
Client Services
Brenda joined our team in 2023. She is your main point of contact for tax & related inquiries. We rely on Brenda’s great attention to detail and initiative to be the ringleader during tax season to make sure it goes smoothly for our clients and staff.
For TAX related inquires:
sayhello@myfinancialmission.net
