• (810) 265-0412
  • jmiceli@gwnsecurities.com
Sleek & Beautiful


Independent. Direction. Defined.

Sleek & Beautiful


In a fee-based business model, when you do well, the advisor does well. This encourages a sense of partnership and collaboration in planning your financial future, as opposed to just selling you an investment product here and now.  As a fee-based advisor, I have the same goal you have – the goal of growing your assets.  We both succeed when that happens.

Sleek & Beautiful


I will help you identify and prioritize your goals, review your cash flows, investment, retirement plan and taxes. I provide cutting edge planning technology that enables you to gain immediate insight into your financial wellness and identify important adjustments you need to make. You'll be able to access your plan real time and monitor your progress.

Sleek & Beautiful


I believe in helping clients become confident is assessing their financial goals and participating in their own planning process.  The personal program I provide is a road map to a financial future.  I offer my clients the option of a fee-based relationship.  My conscience and my ethics have guided me toward this business model and through it, I can provide what I believe to be better guidance for my clients.


Why work with me.

Sleek & Beautiful

Retirement Planning

The way we approach retirement planning is about more than just having enough money to survive on; we plan so that your retirement years are as fulfilling as you always hoped they would be.

Sleek & Beautiful

Investment Planning

We make your investment portfolio work harder for you by using strategies that benefit you during upswings and keep you stable during downswings.

Sleek & Beautiful

Insurance Planning

Having the right insurance coverage protects you financially. We can help you determine the types of coverage and coverage amounts you need to protect your financial security.

Sleek & Beautiful

Education Planning

Saving for college is difficult for most families, and given the ever increasing cost of tuition, it is also difficult to plan for. When we plan education funding, we consider all of the variables at play.


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