359 North Main Street
Milford, MI 48381
248-676-2227 248-676-2228
Raymond J. Trepanier, Jr., CFP®
Executive Director of
Financial Planning
Raymond Trepanier Jr. and Kyle Adams are financial professionals at Michigan Financial Companies - Compass Strategic Planning, a financial services firm specializing in estate planning, wealth accumulation, business planning, and executive benefits for individuals and businesses.
Ray, as Executive Director of Financial Planning, focuses on high-net-worth individuals, offering personalized strategies in retirement, estate planning, and long-term care insurance. He works with business owners on 401(k), 403(b), succession planning, and key employee matters. Ray provides clients with access to a secure wealth management website, enabling real-time monitoring of their financial goals.
Kyle, a Financial Planner, tailors strategies for asset allocation, retirement, education funding, and life insurance. He collaborates with individuals, families, and business owners to align their financial plans with their long-term objectives. Kyle is dedicated to assisting individuals and families in reaching their financial goals through personalized financial planning and thoughtful investment strategies.
Together, Ray and Kyle provide expert guidance, helping clients navigate their financial futures with customized solutions.
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Our Team
Jessica Kinville
Executive Administrative Assistant
248-663-4776
248-676-2228
jkinville@michiganfinancial.com
Jessica Kinville is an Executive Administrative Assistant at Michigan Financial Companies - Compass Strategic Planning, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.
Jessica has been part of our team for four years. As an Executive Administrative Assistant, she truly enjoys building relationships with each of our clients and helping them reach their financial goals. Jessica is vital to our team to help make sure each client receives the individualized attention they deserve in the timely manner they need.
Education
- Central Michigan University
- Bachelor of Applied Arts Degree in Public Relations and Apparel Design
Professional Qualifications
- Life, Accident & Health Insurance Licenses
- Variable Life and Annuities Producer
- FINRA Series 6 License
Personal Data
Jessica lives in South Lyon, Michigan with her husband, Joseph, their daughters, and their Great Dane, Harley. She started snowboarding at a young age and finds her way onto the slopes any chance she gets. In the summer she spends much of her free time on Whitmore Lake with her friends and family. She is very active and enjoys practicing yoga, traveling and attending sporting events. Her husband is a member of the McGuire family that owns and operates Guernsey Farms Dairy, one of the oldest family-owned dairy processors and restaurant in southeast Michigan, located in Northville.
Cindy Bauman is an Administrative Assistant at Michigan Financial Companies - Compass Strategic Planning, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.
Cindy joined our team in 2022, having worked in the financial services industry for 15 years. She enjoys her role of supporting the team, as well as working directly with clients to ensure they have the assistance they need.
Education
- Miami University, Oxford, OH
- Bachelor of Arts Degree in Journalism and Anthropology
Personal Data
Cindy lives in Milford, Michigan with her husband, Mike, and their two cats. They are golf enthusiasts and can frequently be found on their home course, Lakelands Golf & Country Club in Brighton, MI. Cindy also enjoys gardening, playing the violin and fly fishing in Northern Michigan.