About Us
Kurt Davis
Financial Advisor
Kurt Davis serves as President of New Possibilities Financial Group, drawing on decades of leadership experience across training, development, and investment strategy. A 14-time Presidents Club qualifier, he has held senior roles throughout the organization, contributed to several nonprofit boards, and developed a specialty in special-needs planning. Married for more than 20 years and a father of three, Kurt is grounded by family and community and is dedicated to helping clients move forward with clarity and confidence.
Website: www.npfgadvisors.com
Phone: 586-713-3134
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.
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
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: www.linkedin.com/in/erickmonzo/
Jason Bernard
Realtor
Jason Bernard is a Realtor with Keller Williams, The Monzo Group, where he applies his strong background in residential real estate to guide clients through every stage of the buying and selling process. He’s known for his professionalism, market knowledge, and ability to create a smooth, informed experience from start to finish.
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
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: www.hillhomeloans.com
Brian Edwards
CEO/Founder
Brian Edwards is the CEO and founder of Royal Oath Insurance, where he leads with a blend of industry expertise, operational insight, and a strong commitment to developing people. He’s recognized for shaping high-performing teams and building an agency culture centered on exceptional client care. Away from the office, Brian enjoys time with his family, along with golf, travel, cooking, and the occasional poker night.
Owen Rosen
COO/Partner
Owen Rosen is the COO and a Partner at Royal Oath Insurance, bringing deep experience in agency leadership and operational management. He’s known for his thoughtful approach, commitment to team development, and focus on creating a strong experience for both clients and employees. A University of Michigan graduate, Owen enjoys time with family and friends and is a dedicated fall football fan.
Kristen Bellard
Enrolled Agent, Partner
Kristen Bellard brings deep experience in tax and accounting, helping clients uncover savings opportunities and simplify their financial picture. She is recognized for her precision, problem-solving mindset, and ability to make even complex issues feel manageable and clear.
Phone: 734-281-2081
Website: www.pltaxandaccounting.com
Kelly Grabetz
Enrolled Agent, Partner
Kelly Grabetz is an experienced tax and accounting professional with a knack for streamlining processes and identifying meaningful savings for clients. She’s known for her energy, strong work ethic, and talent for guiding clients through both straightforward and complex financial situations with confidence.
Phone: 734-281-2081
Website: www.pltaxandaccounting.com