Financial Planning Department
Co-Managing Partner, CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
Partner, CERTIFIED FINANCIAL PLANNER™
Partner, CERTIFIED FINANCIAL PLANNER™
Partner,
CERTIFIED FINANCIAL PLANNER™
Partner, CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™
Managing Partner, CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™, Internship Program Director
Retired
CERTIFIED FINANCIAL PLANNER™
Investment Department
Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®
Portfolio Administrator
Partner, Chief Investment Officer, CERTIFIED FINANCIAL PLANNER®
Client Service Department
Client Service Administrator-Receptionist
Client Service Associate
Client Service Manager – Technical Specialist
Director of Client Services
Client Service Manager - Technical Specialist
Client Service Manager - Technical Specialist
Associate Financial Planner
Client Service Associate
Associate Financial Planner
Client Concierge Manager
Client Service Manager
Operations Department
Director of Marketing
Senior Compliance Manager, Registered Principal
Marketing Associate
IT Support Associate
Office Manager
Partner Group
Team Values
At The Center, our company values are more than words; they serve as guides in our every day actions. Everything that we do is about our clients and our team with values leading the way.
Team Recognitions
6 Consecutive Years
Cool Place to Work in Michigan
2023
Best-In-State Wealth Management Team
6 Consecutive Years
Best Place to Work for Financial Advisers
Crain’s Detroit Business¹⁰, Forbes¹², Investment News⁵: View applicable awards disclaimers here.