James J. Speir, is the Owner of Speir Financial Services, LLC providing financial and insurance services.

James' passion is to provide continuous financial guidance to individuals and families who need to secure their financial future. He has been developing safe, conservative retirement and estate plans for over eight years. In addition to providing products and services from a number of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to be there when their life situation changes. Speir Financial Services LLC has partnered with some of the premier firms in the estate planning and asset protection arena in Southeastern Michigan.

James is licensed in the State of Michigan, Illinois, Arizona, Minnesota, and Tennessee in Life, Accident, and Health. He is licensed in the State of Michigan for Property and Casualty Insurance. James is a licensed clinical social worker in the state of Michigan. He holds Bachelor degrees in Psychology and Sociology and a Masters in Social Work. He has a Personal Financial Planning Certificate from Oakland University. He has prior experience as an administrator in the health care industry.

James is also the Founder and President of the Senior and Caregiver Resource Network. The Network's mission is to be a complete source of ethical, competent and trusted solutions for seniors with a respected reputation in the community for senior services. Senior Americans face serious issues that are growing in complexity -- insurance, financial security, housing, health, legal, social. The problem is most professionals are qualified to help in only one or two areas. The Senior & Caregiver Resource Network are professionals focused on finding options to solve problems in the many areas that impact senior life. He lives in Huntington Woods, Michigan with his wife and two sons.

Groups & Associations

Past President & Chairman - Huntington Woods Mens Club - a community service organization.

Member and three time former President of Somerset Troy Chapter of BNI

National Ethics Bureau Member

Wayne State University Institute of Gerontology Legal and Finance Committee Member to the IOG Board

Lewis & Mikkola PC - Advisory Board Member

Home Watch Caregivers - Advisory Board Member

Veterans Assistance Association - Member

Financial Planning Association of Michigan - Member

Karen Conway is an associate of Speir Financial Services, LLC.

Karen was born and raised in Michigan. She holds a Bachelor of Science Degree and Masters of Business Administration Degree in Finance from Michigan State University. Her professional experience includes 23 years in the banking industry where she held positions in commercial lending, credit analysis, and treasury management sales. Karen has obtained her Life, Health, Variable Insurance and FINRA Series 7 license. As an independent agent, she offers life insurance, disability insurance, long-term care insurance and various types of fixed annuities.

Karen's focus is on building and maintaining customer relationships. She is dedicated to assisting individuals plan for their future financial needs by providing an array of products and services. Her aim is to empower you to make informed decisions and take action toward meeting your specific goals.

To develop, review, or update your financial strategies and work toward your goals, please call me for a complimentary initial consultation.

Business (248) 241-6233
Mobile (248) 225-0124
Email: karenconway.financial@gmail.com

Disclosure: Karen Conway is a Registered Representative of and offering securities through Foresters Equity Services, Inc. Member FINRA, SIPC 6640 Lusk Blvd.,, Suite A202, San Diego, CA 92121.