In her position as Wealth Advisor, Kelli works with Telemus Capital's individual clients providing guidance with regard to investment management.  She assists with investment policy preparation, asset allocation modeling, manager selection and performance evaluation and measurement.  She also constructs comprehensive financial planning and assists with estate planning issues. 

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In his position as Wealth Analyst, Charles assists with financial planning and estate planning issues, participating in client meetings, and working on client presentations.  In this role, he also assists Relationship Managers with their existing client relationships. 

Prior to joining Telemus, Charles worked as an attorney for Synergy Legal Professionals in Chicago where he analyzed legal documents for responsiveness, privilege and confidentiality. 

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A Wealth Analyst at Telemus Capital, Matt assists in managing client relationships with regard to preparing client performance reports, financial planning and participating in client meetings.  In this role, he also assists Relationship Managers with their exisiting client relationships.  Matt is also responsible for Telemus' social media efforts.

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As a Managing Director, John provides clients with a broad range of personalized investment services. These include evaluating client’s risk tolerances, asset allocation modeling, preparation of Investment Policy Statements, money manager selection and ongoing money manager due diligence and performance evaluation.

Prior to joining Telemus, John served as a Director in PricewaterhouseCoopers’ Detroit Investment Advisory Group, where he counseled a portfolio of 45 clients with $400 million worth of total assets.

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Bernie Kent is a Managing Director and Senior Advisor at Telemus Capital Partners in Southfield, Michigan.   He is the author of many books and articles on tax and financial planning and has been recognized multiple times as one of the “Top 100 Wealth Advisors” nationwide by Worth magazine. In addition, he is regularly quoted by leading national business publications, including Forbes, the New York Times, the Wall Street Journal, Investors Business Daily, and Business Week.

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A Senior Portfolio Manager at Beacon Asset Management, Telemus Capital’s wholly owned asset management subsidiary, Charlene serves as a member of the fixed income investment committee. In addition to strategic and research-related roles monitoring and reviewing fixed income model characteristics and portfolio performance, she is responsible for the implementation of the core-plus strategy in client portfolios. In this capacity, Charlene also monitors asset allocation within the core-plus strategy and executes all fixed income trades. 

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Andy has been with Telemus Capital since its inception and has held both management and client service roles within the company. Currently he is the leader of the Ann Arbor office where in addition to his management responsibilities, Andy consults and manages client relationships where his wealth planning and tax background provide a comprehensive approach to assisting clients with their overall financial needs and investment allocations. 

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