Financial Planning Department

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™

Retired

CERTIFIED FINANCIAL PLANNER™

Investment Department

Senior Portfolio Manager, Associate Financial Planner

Portfolio Administrator

Partner, Director of Investments

Client Service Department

Client Service Administrator-Receptionist

Client Service Associate

Client Service Associate

Director of Client Services

Client Service Manager - Technical Specialist

Client Service Specialist

Associate Financial Planner

Client Service Associate

Client Service Manager

Client Concierge Manager

Client Service Manager

Operations Department

Director of Technology, Chief Information Security Officer

 

Office Manager

Senior Marketing Manager

 

Senior Compliance Manager, Registered Principal

Marketing Associate

 

IT Support Associate

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 News: View applicable awards disclaimers here.