About Us
Kurt Davis
Financial Advisor
Married 20 years, father of 3 children. Current President of New Possibilities Financial Group. Former Manager of Training and Development, as well as former Regional Director of Investments, 14x Presidents Club Qualifier. Former Board member for three nonprofits. Specializes in special needs planning.
Kurt Davis is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC New Possibilities Financial Group and United Planners are not affiliated. United Planners is not affiliated with any other entities referenced.
Email: kdavis@npfgadvisors.com
Phone: 586-713-3134
Andrew M. Hopko
Elder Law Attorney
Andy is an experienced trusts and estate lawyer focusing on all aspects of probate law. Andy’s practice specializes in estate planning, special needs planning, guardianships and conservatorships, trust and estate administration, long-term care and Medicaid planning, asset protection, and probate litigation. The firm services clients throughout the state of Michigan.
Email: Ahopko@hopkolaw.com
Phone: (313) 880-3500
Christy Fields
Insurance Account Executive
Christy is a dedicated mother to a lovely daughter, Kayla. Currently an empty nester, she dedicates her time to her career as an Account Executive at The McNish Group, where she specializes in Property and Casualty insurance for both commercial and personal purposes. With prior experience as a business owner, Christy brings a unique perspective to her clients, offering a wealth of expertise and well-rounded knowledge. Her unwavering commitment to prioritizing the best interests of her clients, coupled with her exceptional level of customer service, has been instrumental in driving her success and ensuring client satisfaction and loyalty
Email: cfields@mcnish.com
Phone: (248) 497-2693
Erick Monzo
Realtor
Devoted husband, father of 2, 20+ years in the real estate business. Ranked #2 in the country for all of Keller-Williams. Top 1% of Michigan Realtors.
Email: erick@monzogroup.com
Phone: 586-210-3350
Website: www.monzogroup.com
LinkedIn: https://www.linkedin.com/in/erickmonzo/
Sonny Gurney
Medicare Agent
Sonny has over 20 years experience in the insurance industry, serving clients all over Michigan, Ohio, New York, Pennsylvania, Maryland and Texas. Over time, he developed a successful firm by educating his clients and treating them as family. Sonny has a deep passion for helping clients find the right solution to their needs while maintaining the highest integrity.
Email: sonny@4tbrokerage.com
Phone: 248-277-5948
Website: www.sunnysidemedicare.com
LinkedIn: https://www.linkedin.com/in/sonny-gurney-bba6b032/
Tomas Thundiyil
Educator
Tomas Thundiyil is an award-winning teacher, scholar, and practitioner who is committed to creating jobs in Michigan through wealth allocation and development within the state. Tomas has owned several different types of businesses and agencies, and he works to empower people and organizations toward success.
Email: tomasthundiyil@gmail.com
Phone: 586-260-6163
Jason Kaleta
President/Owner
Jason has been helping homebuyers get into the home of their dreams for nearly 20 years now. He is very knowledgeable in all mortgage programs. Whether you need an FHA, VA, or conventional mortgage, he will work with you every step of the way to get you into your home within 30 days.
Email: jkaleta@hillhomeloans.com
Phone: 586-524-0700
Website: https://hillhomeloans.com
Michigan Farm Bureau
Mike Terenzi, Jr., and Jim DiFalco are licensed, multi-line insurance agents, which means they can meet all your insurance needs. As your agents, you can make just one phone call, and they’ll handle your entire insurance program.
Mike Terezni Jr.
Agent/Owner
Phone: 586-221-9013
Website: https://www.michfb.com/insurance/find-an-agent/michael-terenzi-75-n-main-st-fl-3
Jim DiFalco
Agent
Phone: 586-221-9009
Website: https://www.michfb.com/insurance/find-an-agent/jim-difalco-75-n-main-st-fl-3