skip navigation

Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Team

Our team is comprised of the following professionals

 

Betsy Britton, Financial Advisor

Committed to excellence, Betsy strives to enrich her customers’ lives by helping them achieve their dreams of financial freedom.  Betsy has worked on the KorthaseFlinn Financial Services team since 2007. She specializes in qualified retirement planning, business exit strategies, security investments, annuities, and life and disability insurance for individuals and companies.  In addition to FINRA Series 7, 66 and 63 Security Licenses, she is a licensed Life & Health Insurance Agent, and holds a Bachelor of Science Degree from Grand Valley State University.  Betsy also uses her knowledge as a Leadership Little Traverse Graduate to help her community, holding various positions with local organizations including the Char-Em United Way and the Charlevoix County Community Foundation Scholarship Panel.

Jennifer MacKenzie, Financial Advisor

Jennifer is a well-rounded financial professional who transitioned to the Financial Services team in 2018 after joining the agency in 2014 working in both the Personal Insurance division and Commercial Insurance division. Jennifer has worked in the financial sector since 2007 making her well-suited to serve as a trusted Financial Advisor. She holds her FINRA Services 6, 7, 63 and 66 Securities licenses, as well as Life and Health, Property and Casualty licenses.  Jennifer focuses on working closely with individuals in businesses throughout all stages of their financial lives whether it is planning for today’s financial concerns to developing long-term strategies for achieving their financial objectives. Jennifer earned her Bachelors degree in Business Administration from Lake Superior State University in 2008 and is a 2006 graduate of Leadership Little Traverse.

Randy Flinn, Financial Representative and Certified Public Account

Randy is the President of Flinn Financial, Inc. which established KorthaseFlinn Insurance & Financial Services in 2004.  As a licensed CPA with a graduate degree in finance, Randy advises clients on matters relating to mergers & acquisitions, business expansion, tax planning, risk management, wealth management, and finance.  In addition to FINRA Series 7 and 63 Security Licenses, Randy holds insurance licenses for life & health as well as property & casualty.  Randy has served as Board Chairman for the Northern Michigan Red Cross Chapter and the Boyne City Education Foundation as well as several terms on the Advisory Panel for Hanover Insurance Company and the Petoskey Regional Chamber of Commerce.

​CPA does not provide tax or accounting services on behalf of the companies of the Principal Financial Group®.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck