Ann Arbor Location
2405 S Main St
Ann Arbor, MI 48103

Fax: 734-213-7065


Our clients get up every day working a lifetime to build their financial assets. We commit to getting up every day to protect those assets. 


Patti Caldwell's Profile and Contact Information

Patti Caldwell
Patti Caldwell
Image of email address of Patti Caldwell Agency Administrator
Ann Arbor Location
Office Number (734) 213-6736
Fax Number (734) 213-7065
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Having worked for the Agency since 1996 with a brief absence to raise her and her husband’s children, Patti is our problem-solving expert. She handles the most complicated, in-depth policy problems and keeps everything running smoothly. Though she was hired in at the agency’s inception as an Agency Development Specialist, she has climbed the ranks from Office Manager to P&C Manager to Agency Administrator.

Patti’s passion for helping others doesn’t stop at home. She volunteers with Habitat for Humanity, provides food and gifts for less fortunate families through the Hope Clinic’s Christmas sponsorship program, and donates items for and helps put together hygiene kits for homeless veterans. When not busy with volunteer work, Patti and her family enjoy the outdoors and are advocates of buying local to support community businesses.