(231) 720-0743

Team

At Braeburn Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Am I making the right choices with my social security elections?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Michael A. Poland, CFA

CEO & Founder, Chartered Financial Analyst, Wealth Advisor / Portfolio Manager

(231) 720-0598

As the Founder and Managing Partner of Braeburn Wealth Management, Michael enjoys helping clients manage their financial and investment matters.

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Melanie N. Meyer

Associate Wealth Advisor, Financial Planning

(231) 720-0621

Melanie has worked in the financial services industry since 2001. She has a Bachelor of Business Administration degree with an emphasis in Finance from Grand Valley State University. She plays an integral part of the Braeburn Team,...

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Sherri has practiced marketing in the financial services industry since 2003 and has worked with Mr.Poland since 2006. She has a background in Creative Design through Baker College. She leads the firm’s client relationship...

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Caitlyn A. Mouw

Director of First Impressions, Client Services

(231) 903-0530

Caitlyn has built a strong background in customer service in the financial services industry since 2012, and joined Braeburn Wealth Management in September 2014. She is responsible for ensuring a positive and memorable experience is...

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