Chief Executive Officer of The Rehmann Group - Steve Kelly, CPA

As CEO of The Rehmann Group, Steve devotes his time exclusively to leading the firm to develop innovative business solutions to better serve its clients financial challenges.

Steve has spent the majority of his career at The Rehmann Group. The Rehmann Group is one of the nation's 40 largest CPA firms and one of the largest CPA firms in the Midwest. Steve is nationally recognized for his leadership in growing The Rehmann Group from a 24 person accounting firm to a firm of more than 600 CPAs, CFAs, MBAs, CFPs, attorneys and other professionals focused on providing innovative financial solutions to its clients.

Steve is a graduate of the University of Michigan with a Bachelor of Business Administration.

Chief Investment Strategist - Ethan Anderson

Ethan leads the firm's efforts in evaluating the use of various investment strategies. He performs due diligence on all investment managers and investment portfolios available on the platform. He must approve each strategy before it is made available on the platform.

Ethan graduated from the University of Michigan with a Bachelor's degree in General Studies. He remains current in his field by attending seminars and graduate level courses offered through professional societies and associations.

Advisory services offered through Rehmann Financial, A Registered Investment Advisor.

Chief Marketing and Sales Officer - Mitch Reno

Mitch is responsible for marketing direction, sales management, brand building and practice growth strategies. He brings more than 15 years of strategic planning, marketing, sales management, advertising, public relations, special event and communications experience with him to his role.

Mitch's career began at the Frankenmuth Chamber of Commerce/Convention and Visitors Bureau as sales manager and magazine editor. For eight years, he worked as marketing and advertising manager at Amigo Mobility International, Inc., a manufacturer and international distributor of home health care equipment. Mitch worked for Michigan Sugar Company, a subsidiary of Imperial Sugar Company, as manager of corporate communications, directing internal and external brand strategy as well as communication and promotional programs.

Mitch holds a Master of Arts in advertising and public relations from Michigan State University. His undergraduate work in business, communications and psychology was completed at the University of Michigan.

Chief Compliance Officer - Carl Sorboro

Carl is responsible for overseeing the organization's compliance efforts; interpretation and application of SEC and state securities rules and regulations and customer complaints. He also supervises the firm's Registered Investment Advisory activities.

Carl has over 17 years of senior management experience and served for over 10 years as Vice President of Operations for a division of a Fortune 500 corporation. Carl’s expertise is specific to operational turnarounds, information technology applications and rollouts, process development, acquisition and integration.