Schechter Wealth has named Bernie Kent and John Stein to lead the expansion of their investment advisory team, Schechter Investment Advisors.
The new appointment will bring together the Birmingham, Mich., based firm’s life insurance and estate planning services with Kent and Stein’s investment and tax expertise. Kent and Stein spent a combined 45 years at PricewaterhouseCoopers, where they led the midwest region personal financial services department.
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