Pete Phillips is a Senior Managing Associate and Financial Services Professional at GoldCrest Financial Services, where he brings a strong background in the automotive and financial services industries. Pete’s journey is defined by his commitment to excellence and passion for helping clients achieve financial security.

Pete began his career with internships at BorgWarner from 2014 to 2016, followed by a role as a Sales Account Manager at Toyoda Gosei, where he developed his skills in business development and client relations. In 2020, Pete transitioned to the financial services industry, and in 2022, he joined MassMutual Great Lakes.

A graduate of Michigan State University, Pete holds a bachelor’s degree in economics. His academic background equips him with the analytical skills necessary for effective financial planning.

Pete’s commitment to his community is reflected in his active involvement with the St. Baldrick’s Foundation, which supports the efforts to fund research for childhood cancer. His professional affiliations include membership in the Financial Industry Regulatory Authority (FINRA), underscoring his commitment to maintaining the highest standards of ethics and professionalism in the industry.

Pete's dedication to his clients and community is not just a personal commitment, but a professional one as well. His membership in FINRA shows his unwavering loyalty to the highest standards of ethics in the financial industry. This, coupled with his professional expertise, makes him a highly valued member of the GoldCrest Financial Services team.

Sergio Guerra is a Financial Services Professional at GoldCrest Financial Services. His mission is to work with his clients to develop a tailored plan to assist them in pursuing their financial goals and a relationship as a financial resource that lasts generations. He does this with a high degree of integrity, personal service, and confidentiality. 

Sergio was born and raised in Michigan and is a proud alumnus of the Eli Broad College of Business at Michigan State University, where he graduated with high honors and a Degree in Finance with a specialization in Financial Planning and Wealth Management. 

Stuart has been in the financial services industry since 1982. He is a graduate of the University of Michigan. He holds the FINRA Series 4, 6, 24, 26, 63, and 65 securities registrations through LPL Financial, and has the Michigan Life and Accident and Health producer licenses.  Stuart is a lifelong resident of Michigan and has been married to his wife Carol for over 36 years. They have two children: Adam and Allison. He is an avid ice hockey player.

Yudi Rosenzweig has been in the financial and insurance business since 1996. He enthusiastically assists his clients in choosing effective insurance and investment products to help fit their financial obligations and protect their families in a time of need. Yudi specializes in the following areas: Individuals and Families, Retirement Programs, Business Continuation, Executive Fringe Benefits, and Social Security Strategies.

Yudi is a proud father of two sons and is married to the woman of his dreams. Yudi lost his mother at an early age and as a result has always been concerned about his father’s wellbeing especially when he entered the mature marketplace. Educating seniors about maximizing their social security benefits has always been his passion and he is not shy about it. Yudi believes that 60 is the new 50 but the government does not subscribe to that philosophy. He believes that everyone should know their options to properly prepare for the future.