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A Team Unified Around
One Thing - You

Ultimately, what kind of relationship you have with a firm comes down to its people. At Advance Capital Management, you and your family are supported by talented, experienced and caring team of financial professionals who all work toward a common goal – delivering financial planning and investment management strategies to help you turn your dreams into reality.

Our Management Team

Joseph R. Theisen, CPA

Chief Executive Officer

Christopher M. Kostiz

President & Chief Investment Officer

Kathy Harkleroad, CRCP

Chief Operations Officer

Julie Katynski

Chief Financial Officer

Tim T. Wilson

Chief Information Officer

Jennifer S. Hall

Chief Revenue Officer

Stephanie Lawrence

Chief Services Officer

Let's Talk

Start Building Your Ideal Financial Life

Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.