Meet the Success Financial Group Team

A Team Tailored to Your Needs

At Success Financial Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Meet Success Financial Group, LLC

Lindsey L. Chrystan, CFP^®, CWS^®, & AIF^®

President

(616) 261-9480

(616) 261-9507

Lindsey@Successfin.com

Lindsey Chrystan is a tireless advocate for her clients and someone who is committed to surpassing expectations. Whether it is the hard work she does for her clients, taking care of her 3 busy...

Heidi McDaid, Series 6, and Life & Health

Registered Assistant

(800) 283-8850

(616) 261-9507

Heidi@successfin.com

Heidi McDaid, a 1995 Western Michigan graduate, has been at Success Financial Group since June 2006 and has worked as a financial assistant since 1999. Heidi holds a Series 6 and Series 63 Securities Licenses as well as a State of...

Tyler Pellerito

Registered Assistant

tyler@successfin.com

Tyler currently holds his Series 6, 63, and 65 licenses. He graduated from Ferris State University, receiving a Bachelor's Degree in Finance with a minor in economics. While there, he was a member of the Financial Management...

Team