Our Team
Clayton J. Winkler, CFP®, CPFA®, BFA®
Owner of Cobblestone Financial Services
248-216-1861
Professional:Clayton is a Certified Financial Planner (CFP®) and a Certified Plan Fiduciary Advisor (CPFA®), and a Behavioral Financial Advisor (BFA®). Clayton is also registered with the Series 7 (General Securities...
Laura DuBay
Benefits Coordinator/Licensed Agent
248-216-1861
David Krahn
Paraplanner/Case Manager
Jeremy Coppola
Paraplanner/Case Manager
Qualifications: Jeremy has passed both The General Securities Representative Series 7 Examination and The NASAA Uniform Combined State Law Series 66 Examination. He is also a licensed Insurance agent in the following fields: Life...
Why We Do What We Do...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.