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Investment Management and Comprehensive Wealth Planning
Suzanne Antonelli, CFP®
Wealth Planner
I founded Antonelli Financial Advisors on the principle values to always do what is right, fair, kind and honest. I educate clients to provide them the knowledge and peace of mind to develop clarity and confidence in their financial lives.
For almost 30 years, I have served as a trusted advisor to individuals and their families. I develop long-term relationships, working with clients to establish and prioritize goals in each stage and transition in their lives; focusing on accumulating and growing their wealth, protecting clients and their families from the unexpected, providing for a comfortable retirement, and legacy planning.
Agent, Insurance and Financial Services
We will become and remain Grosse Pointe’s first and best choice for insurance and financial services. My team will continue to develop strong personal relationships with clients by focusing on each household and its individual needs. We will be available when we are needed most. We will make significant contributions to the good of the community by living fully the “good neighbor” philosophy.
I am a life-long Michigan resident who’s home and business have been located in Grosse Pointe for 30 years. I was educated at Monroe Catholic Central High School and Wayne State University. I am grateful for my career with State Farm and the opportunity to take care of people. I enjoy community service with the Grosse Pointe Chamber of Commerce and Habitat for Humanity. My wife Karen and I have four children who are all happy and successful in their chosen fields. They live in Asheville, NC, Chicago, IL, Denver, CO, and our youngest son is stationed at Fort Bragg, NC, where he serves as a medic in the U.S. Army. We pray for his safety and that of all our armed forces.
Legal Services
Mark A. Aiello
Managing Partner
In practice since 1996; helping others with serious concerns about their health and financial issues.
Legal Services
Maura K. McKeever
Managing Member
Trinity Estate Planning PLLC offers estate planning services for individuals and families. At Trinity Estate Planning, we value our relationships with our clients. We take the time to get to know you and your families so that we can understand your unique family circumstances, assets, values and goals and make the appropriate recommendations. We also take the time to educate you so that you understand your estate plan. We are not here just to create a set of documents you will likely never update or look at again; we are also here to ensure that your loved ones have someone to turn to when you are no longer here. We are here to support you in planning not just for your legacy (what you leave behind when you are gone), but for your life as well.
I help my clients find peace by planning for their futures, providing for their families, and protecting the things that are most important to them. I use plain English to talk about estate planning so that my clients understand their options and can make decisions about what is best for their families. I enjoy getting to know my clients and developing lifelong relationships with them. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, I will help you craft a plan that achieves your goals for your loved ones today and for years to come.
I am a Personal Family Lawyer and a member of Wealth Counsel, a national organization of trusts and estates attorneys and other legal, tax and business professionals who design sophisticated planning techniques for individuals and families.
I am the proud mom of three young adults (and proud mother-in-law to one son-in-law and two daughters-in-law). I love to read, attend classical musical concerts, walk, and travel. Above all, I enjoy spending time with my family and treasure every minute we have together.
