Broker Check

Our Team

Mark Zitzelsberger | CLU, ChFC

Charted Financial Consultant

(989) 772-5253

(989) 773-3026

markz@lpl.com

For over 40 years Mark Zitzelsberger has led responsible individuals towards the path of fiscal fitness. By implementing a holistic planning approach, Mark coaches you from the starting line of financial independence all the way...

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Terrie Zitzelsberger | CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(989) 772-5253

(989) 773-3026

terriez@lpl.com

Terrie Zitzelsberger helps you navigate the financial terrain by listening, planning, and coaching your financial decisions. With over 25 years of investment experience, Terrie Zitzelsberger specializes in strategizing with clients to...

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Chad Zitzelsberger | RFC

Registered Financial Consultant

(989) 772-5253

(989) 773-3026

chadz@lpl.com

Chad Zitzelsberger, RFC, joined Total Investment Planners, Inc. in the summer of 2007. Chad is a graduate of Central Michigan University where he earned his degree in Personal Financial Planning through the CMU College of Business....

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Kristie Taubitz

Operations Manager

(989) 772-5253

(989) 773-3026

kristie.taubitz@lpl.com

Kristie Taubitz joined Total Investment Planners as the Operations Manager in May of 2014. In this role, Kristie is responsible for overseeing back office functions while creating an atmosphere that is welcoming and professional for...
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Uliana Heintz

Administrative Assistant

(989) 772-5253

(989) 773-3026

uliana.heintz@lpl.com

Uliana Heintz joined Total Investment Planners as the Administrative Assistant in the spring of 2018. Having held positions in the legal, medical and business fields, she is able to tailor her skills to meet the needs of various...

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