Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

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

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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

 

John Massoglia

Advisor

(248) 353-6570 #217

(248) 352-3612

john.massoglia@lpl.com

John and his wife Carlene have been married for over 20 years. They live in Farmington Hills with their daughter, Bailey. In his leisure time John enjoys playing golf and practicing the guitar. He and Carlene also enjoy local concerts...
Read more

Lori Byrum

Director, Operations and Human Resources

(248) 353-6570

Lori is a key person who provides a solid foundation in management with identifying the needs of our organization. She provides staffing and human resource support, accounting, and facilitates day to day operations at our headquarters...

Read more

Michelle Hansen

Relationship Manager and Account Specialist

(248) 353-6570

Michelle has extensive knowledge in account processing and is very knowledgeable in LPL Financials investment platforms, money managers, alternative investments, insurance and annuity carriers. She holds a Series 7 and 66 registrations...

Read more

Sally Cholewka, CFP®

Director, Financial Planning Services

(248) 353-6570

Sally provides analysis and assists in the case design of comprehensive plans and reporting tools. She holds a Series 7, and 66 registrations through LPL Financial and is proficient in LPL’s online tools including Wealth...

Read more

Tod Phillips, CLU, ChFC

Chief Compliance Officer

(248) 353-6570

Tod’s 40+ years of industry experience offers a remarkable amount of knowledge and expertise to Massoglia Financial Services. Tod is a system specialist who manages all compliance systems and operations for Massoglia Financial...
Read more

America Group Retirement Strategy Centers is a separate entity from LPL Financial,
and its associates are separate from Massoglia Financial Planning, LLC.