Northern Financial Management

About Us

Our mission is to provide individualized, high-quality service that exceeds our clients' expectations.

We pride ourselves on our excellent reputation and our representatives' strong personal and work ethics. All of our financial representatives hold recognized and respected designations in the financial planning area.

Stephen Anable, CLU, ChFC, LIC, CMFC

After attending Northern Michigan University, Steve entered the insurance business in 1973. He was a branch manager for a large national insurance company before starting his own agency in 1979. In 1982, Steve added investment services to the agency's offerings.

Steve holds several designations enabling him to provide both competent and knowledgeable service to his clients. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Licensed Insurance Counselor (LIC) and a Chartered Mutual Fund Consultant (CMFC). Steve is affiliated with many organizations including the National Association of Financial Planners.

Steve specializes in Estate Planning, Retirement Plans, and Fee-Only Portfolio Management. When not working, he enjoys doing anything involving the outdoors including hunting, fishing, downhill skiing and mountain biking.

Stephanie Anable, CFP^®

Stephanie is the Branch Manager and Principal. She is responsible for supervision and compliance in addition to working with individual clients. Stephanie started in the insurance business in 1987 and entered the investment field in 1994. Stephanie holds the Certified Financial Planner designation (CFP^®).

Stephanie received a B.S. in Business Education from Ferris State University and particularly enjoys drawing on this background to educate clients and the community. She has taught many workshops and classes on financial planning topics. She is active in several volunteer organizations and is currently on the Board of Zonta, an international women's professional and business organization.

Stephanie works in all areas of financial planning and has a special interest in long-term care planning issues. In her spare time, she enjoys reading, knitting, exercising and spending time at her cabin in the Upper Peninsula.

David Beauchamp, CFP^®

Dave started in the financial services industry in 1989 and has taught financial seminars at Northwestern Michigan College since 1994. He has a B.A. in Financial Administration from Michigan State University and holds the Certified Financial Planner designation (CFP^®).

Dave focuses on all areas of finacial planning and personal protection. He works with a diverse group of individuals and small businesses including federal, postal and school employees with a focus on maximizing their pensions. In addition, Dave is an authorized agent for Blue Cross and Blue Shield of Michigan and is responsible for all group insurance for the agency.

When not in the office Dave enjoys cooking, downhill skiing, spending time at the beach and being a soccer dad.

Collin Anable

Collin has been with our office since 2002. He has a B.S. in Business Administration with a Certificate in International Business from Ferris State University.

Collin holds the Series 7 general securities registration. He works with individuals and small businesses to help them determine and attain financial goals. In addition, Collin specializes in insurance solutions and is the case manager for our life department.

Collin is a native of Traverse City and when not spending time with his wife and family, he enjoys downhill & water skiing, wakeboarding, golfing, fishing, and hunting.

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