Who We Are

Executives

Lawrence Raymond
Lawrence B. Raymond, CLU, ChFC, CPC, CFP, CPFA, AIF®
President
LarryR@abgmi.com
 

With more than 30 years in the pension and insurance industry, Larry is a licensed Insurance Counselor and a Registered Representative of FINRA / SIPC and has spoken at numerous events as a subject matter expert on the topics of qualified and non-qualified plan opportunities. In addition to being a past president and current member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), American Society of Pension Professionals and Actuaries (ASPPA), Great Lakes TE/GE Council, Financial & Estate Planning Council of Oakland County, the Financial Planning Association, and the Society of Financial Service Professionals (SFSP). In 2006, Larry was awarded the E.H. Meyers Jr. Memorial Award for outstanding service to the life insurance industry. He earned BA and MBA degrees from University of Michigan, where he majored in actuarial science.

View Securities and Advisory Disclosure Below
Carol Tracey
Carol A. Tracey
Executive Vice President
CarolT@abgmi.com
 

Carol began her career in the pension industry in 1984, becoming, in 1996, a Principal of Alliance Benefit Group of Michigan. In her current position as Executive Vice President, Carol is responsible for the overall operations of the firm. In 1999, she co-founded ABG Portfolio Strategies, Inc., a registered investment advisory firm, and currently serves as its Vice President and Chief Compliance Officer. Carol is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and is the current Vice President and Treasurer of the ASPPA Benefits Council of Detroit. Carol also is a member of the Schwab Trust and Custody advisory board. She holds a Series 65 designation and earned a BA degree in finance from Louisiana State University.

Securities and Advisory Disclosure:

Securities Offered Through ValMark Securities, Inc. Member FINRA , SIPC . Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Alliance Benefit Group of Michigan, Inc. is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc. Check the background of this investment professional on FINRA's BrokerCheck

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