Team

  The Tony LaJeunesse Team…

A Dedicated Group of Professionals Committed to your Financial Independence

*If you are an existing client, thank you - We value your relationship with us!
*If you are a new client, then welcome!  We are confident that you will be just as pleased as our existing clients with our team and services.

Tony LaJeunesse - Financial Advisor

Tony is an Investment Advisor Representative with  National Planning Corporation, member FINRA/SIPC.  His main responsibility is to assist you in clarifying your financial goals and objectives, and then recommending appropriate strategies to help you attain your desired financial objectives.  Tony functions as your “Financial Doctor” – that is, he helps to ensure that all of the critical areas of your financial picture, such as Retirement Income, IRA Distributions, Investments, Income Taxes, Estate Planning, and Insurance, are properly coordinated and working correctly.  Tony also enjoys educating the southeastern Michigan area residents by writing a financial column for the Downriver News Herald called “Financially Sound” that reaches 85,000 businesses and residents.  Our clients take great comfort in Tony’s specialization and commitment to meeting client needs, attention to detail, and service oriented approach.  He takes great pride in sharing his specialization with his clients.

Christina Perna - Executive Assistant / Office Manager 

Christina is responsible for working with clients and overseeing our operations. Her main focus is you, our client.  The clients who have worked with Christina are familiar with her exceptional attention to detail and willingness to provide assistance.  

Michelle LaFuente - Administrative  Assistant

Michelle is responsible for assisting Christina with our client account needs.  Michelle's skills allow her to provide excellent assistance to all of our clients.  Please feel free to contact Michelle with any of your account needs.

Kathi LaBonte - Receptionist / Administrative Assistant

Kathi is responsible for managing our phone and filing systems. Many clients are familiar with Kathi because she also manages Tony’s daily calendar and appointment schedule. She is responsible for our monthly and quarterly client correspondence.  Our clients enjoy Kathi's warm and friendly attitude - making them feel like family.

Erin Wozniak - Administrative Assistant / Marketing Coordinator

Erin is responsible for the planning and coordination of our public and client events.  Her other focus is ensuring that our client newsletter, News Herald Columns and other client correspondence is completed in a timely fashion.

  Mission Statement

We will always take the time to do what is in the best interest of our clients.  We hope to accomplish this through regular client communication, education, periodic meetings, and provide a sincere, caring attitude toward every client.

We will always strive to retain the confidence and trust of our clients through our total commitment to honesty and integrity; to honor God by always placing our clients' financial well-being above our own.