Great Lakes Financial Group

Our office values a growth mindset and fosters an entrepreneurial and collaborative atmosphere. Our stable, veteran management facilitates this environment to build a history and reputation you can be proud of as one of our financial planners, financial advisors and financial professionals.

Our Open Architecture Platform

You have flexibility. No quotas, no expectation of proprietary products to recommend.

Looking to Grow?

We’ve got your back with a robust group of turnkey lead, referral, and marketing programs to grow your GDC.

Excel with Teaming

Resources to expand your or test the waters through joint work opportunities.

Managing Director

LinkedIn Profile

With Prudential since 2015, Matt has over 20 years of financial services experience. As the Managing Director of the Great Lakes Financial Group, he is a two-time winner of the Prudential President’s Citation, heavily involved in the FINSECA Foundation, a Prudential Diversity & Inclusion Advocacy Award recipient, and a qualifying member of MDRT. He lauds his office's commitment to community involvement, which includes volunteering for and partnering with Toys for Tots, Gilda’s Club Metro Detroit, Detroit Blight Busters, Gleaners Community Food Bank of Southeastern Michigan, Forgotten Harvest, and Wreathes Across America. Matt is a proud Alma College alumnus, currently living in Metro Detroit with his wife and four children.

Director of Sales Support & Oversight

Thad has been with Prudential since 2015 and has been in the financial services industry for over 35 years. As the Director of Sales, Support and Oversight, Thad constantly refines the onboarding process for candidates to ease their transition to becoming an employee. He enjoys providing insight to the financial professionals to ensure they are maintaining industry standards and encouraging learning opportunities for the office. He looks forward to the interactions that he has with the financial professionals, leadership team, staff and industry partners. Thad lives in Ortonville, Michigan with his wife, they have 3 adult sons, two daughters in law, and a dog.

Regional Director

LinkedIn Profile

Kerry has been with Prudential since 2015 and in the financial services industry for over 30 years. He is a three-time Prudential President’s Citation winner, Prudential Inclusion and Diversity Leadership Advocacy Award recipient, National Black MBA Diversity Champion Award recipient, Prudential Inclusion and Diversity Leadership Advocacy Award recipient, Life Concierge, and has been awarded Best in Firm Leadership Total Team Production and New Advisor Launch, Best in Firm Leadership Total Team Staffing and New Advisor Launch. He is proud to be a part of the Prudential Blueprints Black Consumer Initiative. He is a Wayne State University alumnus and was a wrestler during his tenure. In his spare time, Kerry is a bass player, he enjoys listening to and playing jazz music on local and international stages. He is heavily involved in the community, volunteering with Kiwanis, Winning Futures, Southfield Football Falcons, the Fellowship of Christian Athletes, and praise and worship groups.

Regional Director

LinkedIn Profile

Jason has been with Prudential since 2004, serving as a financial advisor, in leadership roles and currently, as a Regional Director. As a financial advisor with Prudential, he opened his own private office and qualified for MDRT. In his role as a Regional Director, he seeks to recruit individuals who are new to the field to develop them and establish a sustainable career as well as to source experienced financial professionals to support and grow their practices. Jason focuses on creating teams amongst financial professionals within the office to grow professionally as well as to support their clients to reach their financial goals. Jason holds his ChFC and CLU designations from the American College of Financial Services. He currently lives in Shelby Township with his wife and 5 children.

Regional Director

LinkedIn Profile

Steve has been in financial services for 15 years, all of which have been with Prudential. Before working in financial services, Steve spent 15 years as a PGA Golf professional in Nevada and Michigan. At Prudential, he has worked as both a financial professional and in leadership. In his current role, his focus is on recruiting, developing, and providing ongoing support to his team of financial professionals in West Michigan. Steve lives in Grand Rapids with his wife, Michelle. He loves to golf, travel, watch sports, and spend time with his family.

Regional Director

LinkedIn Profile

Scott has been in the financial services industry for over 18 years and has been a Regional Director with Prudential Advisors for over 9 years. Scott is passionate about mentoring individuals who are new to the industry and coaching them to build an established practice. He enjoys guiding experienced financial professionals to grow their business and creating diverse teams to best support their clients. Scott is a Michigan native, residing in Bay City with his wife. They have one adult daughter, a son in law, and a granddaughter. Scott enjoys spending his leisure time with his family, traveling, boating and golfing.

Pratik Shah, LUTCF® CLTC®

Financial Advisor

“I began my career with Prudential in 1991. Over the past few decades, I have grown my practice with hard work and dedication to my clients and this great profession. I feel blessed to say that I have been associated with ‘the rock’ for over 30 years. If I had to start my career over, without question, I'd once again start with Prudential!”

There are approx. 2,800 financial professionals with Prudential Advisors, aligned to 24 offices nationwide.

In 2023, we distributed 0.9 million leads and referrals to our financial professionals.*

23,000 Prospect Leads 712,000 Unaligned Leads

141,000 Referral Leads 3,000 Aligned Leads

Prudential Advisors AUM growth over the past 5 years*

Achieved Gross Dealer Concession (GDC) payout (by product)*

*As reported by Prudential Advisors Planning & Analysis team.

With our robust offering of over 15 turnkey lead and referral programs, you have access to a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.

Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions. All products align to one payout grid.

Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, Morningstar, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.

As a statutory financial professional or an independent financial professional, you can count on fair compensation. In fact, as an independent financial professional, you’ll receive up to 90% payouts on anything you sell. As a statutory financial professional, you will receive a full benefits package, including company-sponsored benefits.

We believe teaming is not just a program. It's a way of doing business. Financial professionals, advisors and planners who join teams are more efficient and more productive and have higher assets under management (AUM) per client.

Join Prudential Advisors and your transition will be supported by a close partnership with local office leadership, operations personnel, and dedicated resources from our Transition & Onboarding Solutions team.

Business Models

Statutory Financial Professional

Join us and get the best our office has to offer as well as benefiting from the relationships, reputation and support of Prudential. With local leadership and a global powerhouse, we both have your back.

Independent Business

We welcome independent financial professionals who want to work with us. You can enjoy upsides like no product quotas, ongoing local office support and access to Prudential expertise, including leads support and marketing.

Start a New Career at Pru

Interested in starting your career in finance or looking for a career change? Prudential offers guidance to help you recognize your needs and goals including tips to help you take your next step.

Fast Start 2023

Fox Theatre, Detroit, MI | January 11th, 2023

Our office kicked off the year at the historic Fox Theatre on January 11^th. We were joined by guest and inspirational speakers and discussed plans to launch growth this year.

March Madness 2023

Emagine Theater, Royal Oak, MI | March 16, 2023

We gathered at Emagine Theatre in Royal Oak on March 16^th, 2023, with our brackets ready to watch our favorite teams win.

Blueprints to Black Wealth

Charles H. Wright Museum of African American History, Detroit, MI | March 18, 2023

On March 18^th, over 10 advisors and leaders joined together at the Charles H. Wright Museum of African American History in Detroit in support of Blueprints to Black Wealth, a program that seeks to increase financial security and resiliency for Black Americans by expanding access to Prudential's products and solutions among mass and middle-market Black consumers.

Golf Outing 2023

Northville Hills Golf Club, Northville, MI | June 7, 2023

Over 70 financial professionals, leaders, and industry partners enjoyed a day on the greens at the Northville Hills Golf Club on June 7^th.

Interested? We'd love to hear from you.

Whether you're an experienced financial planner, financial advisor or financial professional thinking of moving your practice, a recent grad, or a professional who is interested in a career change, you can contact us confidentially. Our Business Development Director and Recruiter is the first step, so please reach out.

1070066-00002-00

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