Our Team

Our Team

We are a Dedicated Group of Professionals Committed to Your Financial Independence

Every member of our team is dedicated to ensuring you experience a superior level of service each time you call or visit our office. From your initial meeting with us through planning and implementation, annual strategy review meetings, and interim communications, you will enjoy consistently high-quality service from a team who genuinely cares about your well-being. Our commitment to caring for you and your family is the reason so many of our client relationships have grown to become cherished friendships and have expanded to encompass multiple generations of the families we serve.

Tony LaJeunesse, AIF®

Accredited Investment Fiduciary® (AIF®) & Wealth Management Advisor

Tony has been helping individuals pursue their financial goals since 2001. He prides himself on providing prompt, personal, and highly professional service and placing the interests of his clients first. As an independent financial planner, Tony has the freedom to offer objective financial guidance that helps clients make well-informed decisions about their money. He holds FINRA Series 6, 7, 63, and 65 securities registrations with Commonwealth Financial Network®. Tony also holds an Accredited Investment Fiduciary® (AIF®) designation and is licensed in both life and health insurance. In his role as president and owner of TL Financial Group, he also provides guidance to the registered advisors on his staff.

Michelle LaFuente, AIF®

Accredited Investment Fiduciary® (AIF®) Designee & Wealth Management Advisor

With more than 20 years of experience in the financial services industry, Michelle is well qualified to manage our clients’ accounts and help guide them through retirement. Michelle earned her bachelor's degree in business administration from the University of Michigan with an emphasis in finance.  She holds FINRA Series 7, 65, and 66 securities registrations with Commonwealth Financial Network® and is licensed in life insurance. She also holds an Accredited Investment Fiduciary® (AIF®) designation.

Michelle also handles investment portfolio analysis and performs account trading for our clients’ accounts. She assists with daily income requests and maintains reports tracking specific financial and distribution information.

Erin Wozniak

Wealth Management Advisor

Erin provides comprehensive advice encompassing areas of tax, estate, and financial planning. It is through this comprehensive approach to financial well-being that Erin assists individuals through life’s changes. Erin joined TL Financial Group in 2011 and serves its clients with the kind of care, compassion, and competency that make them feel like family. She takes pride in developing easy-to-follow strategies through which clients can pursue their financial goals. Erin holds a degree in liberal arts from Wayne County Community College and holds FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®. Erin is also licensed in both life and health insurance in the state of Michigan.

Kathy "Kat" Vallie

Financial Paraplanner Qualified Professional

Kat is an important team member of our firm. She enters vital information into our online Wealth Management Tool, prepares reports and documents for financial plans, and maintains the upkeep of our Wealth Management Tool. Kat has more than 25 years of experience in the banking industry, which is a testament to her trustworthiness and dedication to her work.

You can contact Kat for assistance with linking accounts to the Wealth Management Tool or to provide additional or new information to add to the Wealth Management Tool to ensure our information is up to date and allow us to provide accurate reports and plans.

Kelly Cousino

Client Service Assistant

Kelly is a supportive team member of our firm. She facilitates paperwork for clients, handles distributions in a timely manner, and updates client account information to allow us to meet our clients' objectives.

You can contact Kelly for assistance with establishing distributions from accounts, periodic contributions to accounts, tracking distributions, to update banking information for scheduled distributions and contributions, or for tax and cost basis inquiries.

Christina Perna

Operations Manager

Christina’s office management and operations skills, along with her attention to detail, keeps the office running smoothly. Christina has been with TL Financial Group since 2005 and holds FINRA Series 6,  7, and 66 securities registration with Commonwealth Financial Network®. Christina is also licensed in health and life insurance.

You can contact Christina with questions, comments, or concerns regarding a recent visit, to discuss your experience with our team members, to provide suggestions for better communication with our team or from our office, or with feedback on the presentation of our office and building.

Robin Smith

Administrative Assistant

Robin has been with TL Financial Group since 2008. She assists in many areas, including scheduling appointments, client correspondence, and marketing. Her ability to multi-task and desire to meet deadlines makes her an invaluable team member.

You can contact Robin for assistance with scheduling or rescheduling appointments or phone calls, to update our office with your information, such as address, phone, and email, or to register for an upcoming event.

Stacy Honeycutt

Marketing Coordinator

In addition to coordinating workshops and events, Stacy also manages regulatory compliance requirements and develops our marketing strategies along with maintaining our website and social media. She is passionate about making clients feel like family and providing them information regarding the services that TL Financial Group has to offer.

You can contact Stacy to discuss one of our upcoming events, provide a suggestion for a new event or improvement to a current event, or to register for an upcoming event.