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2501 COOLIDGE ROAD
Suite 500EAST LANSING,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
First Vice President - Investments
Senior Vice President - Wealth Management
The Draggoo Huber Team of Merrill Lynch in East Lansing, Michigan, was established in 2001 with the goal of providing a comprehensive approach to wealth management and financial strategy services for successful individuals and their families. We feel wealth should be managed to help achieve outcomes that are personally meaningful to each client, and we provide tools, insight and resources to help clients connect the many aspects of their financial lives and navigate the challenges and opportunities they face. Utilizing the world class capabilities of Merrill Lynch and Bank of America, we provide access to a wide range of investment and asset management programs including mutual funds, separate accounts, stock models, alternative investments, annuities, insurance and lending resources.Success is based on a process and our willingness to listen, from the initial meeting through the multiple stages of the wealth management strategy and investment process. We treat clients like family, creating an emotional bond and providing the highest level of service, proactive communication and prompt attention to help ease them through the twists and turns of their financial journeys. We are proud to say that our commitment to excellence has enabled us to grow our business through client referrals. We invite you to contact us to discuss how we can help you pursue your goals.KEVIN L. DRAGGOO, CFP®, CRPC®Senior Vice President-Wealth ManagementWealth Management Advisor
With over 30 years of experience as a Financial Advisor, Kevin Draggoo is a founding member of the Draggoo Huber Team. Kevin is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a holder of the Chartered Retirement Planning CounselorSM designation. Kevin graduated summa cum laude from Michigan State University with a Bachelor of Arts Degree in Business Administration and to this day remains a dedicated financial contributor to MSU, reaching the level of Jonathan L. Snyder Society member. Along with other members of his team, Kevin dedicates his time, financial resources and insight to local organizations including the East Lansing Educational Foundation, Greater Lansing Arts Council, Lansing Symphony Orchestra, Broad Art Museum, and local Lions club. When not working with clients and local organizations you can find Kevin and his wife, Lauri, enjoying their passion for travel and exploring the splendor of Chicago and the Great Lakes. Kevin is also an avid golfer. A devoted family man, Kevin enjoys seeing the success of his two adult children, Stephen and Stephanie.JAMES M. HUBER, CFP®, CRPC®Vice PresidentWealth Management AdvisorWith over 25 years of experience as a financial advisor, Jim Huber is one of the founding members of the Draggoo Huber Team. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a holder of the Chartered Retirement Planning CounselorSM designation. Jim graduated from Michigan State University with a Bachelor of Science degree and remains a dedicated financial contributor to MSU, reaching the level of John Hannah Society member. In addition, he received his MBA from Louisiana Tech and is a member of the Beta Gamma Sigma academic honor society. Jim retired from the United States Air Force as a Lieutenant Colonel and a highly decorated pilot. He has extended his passion for flying into his everyday life and currently flies a Bonanza A-36, logging over 100 hours per year. Jim dedicates his time, financial resources and insight to local organizations, including his church, the Lansing Symphony Orchestra, the Wharton Center for Performing Arts and Child and Family Services of Michigan, among others. Outside of work and his commitment to local groups, Jim is an active runner, and has completed five marathons. He also enjoys perfecting his golf game and spending time with his wife, Rosalie. Jim and Rosalie have two married daughters and five beautiful grandchildren.YARWIJN L. DUTKIEWICZFinancial AdvisorYarwijn joined the Draggoo Huber Team in 2014 as the Team’s third Financial Advisor. Yarwijn focuses on working with clients to gain an understanding of their current financial situation and determine how well-positioned they are to meet their goals. Utilizing Merrill Lynch’s proprietary Wealth Outlook analysis, Yarwijn helps clients evaluate their overall financial well-being, factoring in such variables as how their retirement spending will impact their nest egg over time, taking into consideration inflation, taxes, asset allocation, longevity expectations, and more. Prior to joining the team she worked for JPMorgan Chase Bank as a Personal and Small Business Banker as well as a Mortgage Banker since 2008. Education and giving back have been the foundation of her personal life and work career. Along with other members of her team, Yarwijn dedicates her time, financial resources and expertise to local organizations including the Greater Lansing Arts Council, Lansing Symphony, and Ingham County Animal Shelter. She is married to Adam, an Attorney for the Michigan Supreme Court. In their free time they enjoy the rich art and music culture in Lansing as well as many outdoor activities such as hiking, camping, horseback riding and golfing.BRIDGET H. JONESClient AssociateBridget joined Merrill Lynch in 2005 with a Bachelor of Science in Business Administration from Davenport College. Bridget assists individual and corporate clients with their daily administrative functions. She is married (Tim) with two daughters and one son.KRISTI D. LEWISClient AssociateKristi joined The Draggoo Huber Team in early 2012 with a Bachelor of Science in Business Administration from Central Michigan University. Kristi's focus is on client outreach and event planning. She is married (David) with two daughters.Some or all alternative investments may not be suitable for certain investors.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial
Yarwijn Dutkiewicz is registered to do business in : AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OK, PA, TN, TX, VA, WA, WY
Kevin L. Draggoo, CFP®, CRPC® is registered to do business in : AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OK, PA, TN, TX, VA, WA, WY
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