Meet the Team

Expertise For The Numbers & Care For The Person

Behind every recommendation is a team that understands financial decisions are personal. Amy and Julie combine experience, clear communication, and responsive support to help clients feel heard, informed, and cared for through retirement, career changes, inheritance, and other significant transitions.

Amy A. Hebert, CPA

President / Investment Adviser Representative

989-488-6028

amy.hebert@ceterafs.com

Julie Wilkinson

Senior Customer Service Associate

989-944-0435

julie.wilkinson@ceterafs.com

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Who We Work With

Pre-retirees and retirees, professionals navigating career transitions, women managing wealth on their own, and clients dealing with inherited accounts or sudden wealth events.

Meet Our Clients

Our Process

We lead with a disciplined, repeatable process that puts you and your needs at the center. This process gives us the structure to serve you and help you reach your goals.

See How We Work

Our Services

One advisor, every piece of the plan—retirement income, tax strategy, and legacy planning, built together instead of handed off between specialists.

Explore Our Solutions