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 News⁵: View applicable awards disclaimers here.