Meet Our Team

We at Asset Preservation Tax & Insurance Services are committed to assisting our clients plan their financial future. Our focus includes estate planning, independent income tax service, financial, and insurance services. Our experienced financial planning advisors offer a wide range of different financial products and services to help our clients every step of the way.

Justin Carlson

President & Financial Planner

Justin Carlson, a graduate of Arizona State University with degrees in Political Science, Sociology, and an MBA, began his career in banking before transitioning to private investment and estate planning. After leading a firm to manage over $250 million in assets, he shifted focus to build a boutique financial services practice rooted in personal attention and high-quality advisement.

Lou Guglielmetti

Senior Account Managing Director

Lou Guglielmetti has worked in the insurance and financial industry since 2001. Lou helps clients navigate retirement planning through expert guidance in estate planning, taxes, insurance and savings strategies. A Ferris State University graduate, Lou is known for his honest, dedicated approach and deep knowledge of Social Security and tax planning.

John E. Lopez, CRPC

Senior Managing Director

John Lopez, a Chartered Retirement Planning Counselor (C.R.P.C.), serves both retiring and retired clients. Since 2000 John has focused on 401(k) rollovers, wealth preservation, and simplifying complex financial decisions. A lifelong Macomb County resident, John is known for his personalized, education-driven approach and deep commitment to both his clients and community.

Mike Doran

Financial / Insurance Consultant

Mike is a Financial Advisor who takes a consultative, personalized approach to helping business owners, families, and individuals plan for retirement and protect what matters most. With a background in the automotive industry and a degree from Northwood University, he now specializes in retirement income planning, insurance solutions, and customized strategies for business owners.

Shell Fornasiero

Client Relations Manager

Shell Fornasiero is our Client Relations Manager. She has over 20 years’ experience in sales, customer service and marketing. With her knowledge and client-oriented mindset, she offers a positive customer experience to help ensure client satisfaction.

Amy Guglielmetti

Admin & Event Manager

Bio coming soon!

Mary Mooney

Client Relations Liason

Mary Mooney, Client Relations Liaison, has worked with Asset Preservation since 1997.

Lisa Rogers

Enrolled Agent

Lisa Rogers was born in Dallas, Texas and attended Arizona State University. She received her IRS tax registration in 1998 and became an Enrolled Agent in 2012. Lisa serves as the go-between with the IRS and clients that may have tax issues.