Christine Isham President/ Senior Advisor [e-mail] [vCard] Christine Isham, EA, CFP®, President of Northern Financial Advisors, is passionately committed to having all of her clients fully realize their finest financial dreams. Her business career began with a Bachelor of Science degree in Economics from Oakland University graduating magna cum laude in 1989. Starting as a receptionist, she steadfastly grew as a personal financial planner, earning the Enrolled Agent (EA) designation and CERTIFIED FINANCIAL PLANNER® certificate even while developing her effectiveness in delivering outstanding results. Her EA admitted her to practice before the IRS. She is an active member of the National Association of Personal Financial Advisors (the premier fee-only FP association in America) as well as the National Association of Tax Professionals (NATP). Very well rounded in her education and experience, she brings a synergy to her work as a tax and asset allocation specialist. Christine loves her work and it must show, considering how her clients genuinely appreciate her in return.

David Lentz CEO/ Senior Advisor [e-mail] [vCard] David W. Lentz, JD, CFP®, CEO of Northern Financial Advisors brings a wealth of knowledge and experience to his passion to serve middle-Americans in achieving their life and financial goals. Starting with a BA in Economics from Case Western Reserve, David earned a Juris Doctorate from the University of Michigan Law School. After admittance to the Bar, David represented clients before the U.S. Tax Court, the Federal District Court and various Michigan courts. He maintains memberships in the State Bar of Michigan and the National Association of Tax (NATP). Over fifteen years of providing exceptional financial counsel has not diminished his ready inclination to humor and a smile, even while growing wiser and more the expert as a tax and estate planning specialist. At heart, David loves people and delights in their financial and personal development.

All Advisors and Associates with Northern Financial Advisors, Inc. are graduates of the Cambridge Advantage Financial Training Program and are members of the Alliance of Cambridge Advisors.

LaKhaun McKinley
Financial Advisor
[e-mail] [vCard]

has a rich background in financial planning, beginning with a Bachelor of Business Administration from Eastern Michigan University. Since 1997, LaKhaun has practiced personal financial planning, earning his CERTIFIED FINANCIAL PLANNER® certificate along the way. He is a member of the National Association of Tax Practitioners (NATP) and is admitted to practice before the IRS as an Enrolled Agent . LaKhaun brings a creative and innovative spirit to the team, advocating a number of significant changes that have been adopted by the company. His colleagues continuously turn to him for his wise counsel and keen insight in each and every area of our financial planning process.

Mick Porter
Financial Advisor
[e-mail] [vCard]

is a graduate of the University of Michigan Business School, earning a Bachelor of Business Administration with a concentration in finance in 1996. Right out of business school, Mick began his career in financial planning working for Cambridge Associates as a para-planner and a personal financial advisor. Mick is a CERTIFIED FINANCIAL PLANNER® practitioner as well as a member of the National Association of Tax Practitioners (NATP). Mick enjoys the much deserved reputation as a highly respected member of our team.

Jennifer Barrett, CFP®
Tax Assistant
[e-mail]

has joined us in the role of Tax Assistant. While she becomes accustomed to NFA she will be working as an Associate. She has worked as a CERTIFIED FINANCIAL PLANNER® Professional since 2002 having passed the exam in 1998. Jennifer also received a B.S. in Mechanical Engineering from Michigan Tech University. She has worked independently for eleven seasons, doing income tax preparation & financial planning work. Jennifer is eagerly looking forward to working with all of our clients.

Michele McDonald
Associate

has enthusiastically taken on the duties of an Associate. She joins NFA with a background in accounting and finance. Michele holds a Bachelor's degree in Human Service Administration from Notre Dame deNamur University in California. As an Associate, she will support David and Christine while she works at learning our business. Due to her skill, knowledge, and willingness to help, Michele has been welcomed as a valued addition to the Northern Financial Advisors Team.

Operations

Kimberly Taylor
Business Manager
[e-mail]

is our Business Manager & Strategic Assistant to David and Christine and is focused on consistently improving the quality of services that we offer to our clients. She holds an active Michigan real estate license and is a Dale Carnegie graduate. Kimberly was the Director of Operations for a multi-location real estate company prior to joining Northern Financial.

Kathryn Ross
Client Coordinator
[e-mail] [vCard]

is our Client Relations Coordinator. She comes to us with vast experience in customer service, client support and administration. Kathryn hopes to make you feel welcome whether calling on the telephone or visiting our office. She is the person to turn to for all of your scheduling needs. Kathryn is looking forward to hearing from you & meeting you soon.

CFP® , CERTIFIED FINANCIAL PLANNER® and are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.