Kathleen Aksten

For more than forty years, I have had the privilege of helping individuals and families design retirements that feel confident, meaningful, and full of life. My work is about more than money. It is about helping people move confidently through life’s transitions and enjoy the future they have worked so hard to create.

My approach is steady and thoughtful. I believe true confidence comes from understanding your plan, not chasing trends or guessing what comes next. I take the time to explain the “why” behind every recommendation so clients feel informed, empowered, and at ease with their financial decisions.

As an Accredited Investment Fiduciary (AIF), I am committed to the highest standards of care and to always putting my clients’ interests first. But beyond the numbers, what I value most are the relationships I build, listening to people’s stories, understanding what matters most to them, and helping them align their wealth with their values.

When I am not meeting with clients, you will find me at home in Brighton, Michigan, with my husband Danny. We have five grown children, seven energetic grandsons, and a lively ranch, Triple Diamonds Alpaca Ranch, where we host local charity events and share our love of community and alpacas with others.