About Us

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joe vitaleJoe Vitale
President and Independent Advisor Representative

Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the “President’s Elite” award.

In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning.

In the late 1980’s Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm. and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies.

Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it’s all about “distribution” and “preservation”.

Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.



Brian RoehrerBrian Roehrer
VP Operations

Brian serves as vice president and manager of operations for American Retirement Solutions. Following in Joe’s footsteps, Brian received his resident counselor and insurance producer licenses in 2009. Brian has a colorful resumé including a BA of Fine Arts from the Center for Creative Studies in 1981, and experiences in many different industries, including having worked for Manufacturer’s Bank and Olde Discount Stock Brokers in Detroit.

He is committed to the company’s philosophy of principle protected money, helping clients understand how to structure their assets to meet their objectives. Brian has been very successful by being down-to-earth and honest with his clients during the six years he has been with the company. He mainly works with clients throughout the state in locations such as Lansing, Saginaw, Flint, and Detroit metro regions.

Away from the office Brian and his wife of 21 years, Cheryl, are devoted to raising and home-educating their eight children.


Charlie RoehrerCharlie Roehrer
Director of Operations

Charlie interned with the company during his senior years of high school starting in 2012 and went on to become the operations coordinator for the company and assistant to Joseph Vitale. He assists in the many of the day-to-day activities of the company.

He obtained his resident counselor and insurance producer licenses in 2015 and is dedicated to providing quality service, bringing a truly caring attitude toward his clients. Outside of the office he is currently pursuing a Bachelor’s in Finance and lives with his family in Oakland County.

 
Mitzi LeonardMitzi Leonard
Client Service Manager

 
Anna VitaleAnna Vitale
Intake Coordinator and Customer Service

 
Ann McCormickAnn McCormick
Receptionist and Client Service Specialist

 
Becky JaynesBecky Jaynes
Client Service Specialist