In the News
Our unique professional staff continues to be sought after speakers, contributors to the media, and community leaders.
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Melissa Joy, CFS®: Melissa was quoted in Morningstar Advisor in April/May 2012 in an article titled, "How Do You Use Alternatives?"
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Melissa Joy, CFS®: Melissa was quoted in Financial Advisors Magazine in March 2012 in an article titled, "Advisors Take Fund Research Into Their Own Hands"
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Gregg Bloomfield: Along with Sven O. Gierlinger, Vice President & Hospitality and Service Culture of Henry Ford Health System and Sunny Connolly, Sr. Partner of Patterson Bryant Inc, Gregg was a Panel Speaker at the Healthcare Forecast March 15, 2012. Speakers provided insight on how reform, wellness and employee benefit programs shape your business.
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Melissa Joy, CFS®: Melissa was quoted on Bankrate.com in an article titled, "BRICs: Investing in Emerging Markets" by Constance Gustke.
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Matthew Chope, CFP®: Matt was quoted in Financial Advisors Magazine in January 2012 in an article titled, "Advisors in a Darwinian World"
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Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit Free Press on January 30, 2012 in an article titled, “Living like Prince Fielder: How to survive on a measly $214 million"
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Sandy Adams, CFP®: Sandy was quoted in Wall Street Journal Blogs on December 6, 2011 in an article titled, “Help for the Elderly.”
Melissa Joy, CFS®: Melissa was quoted on Schools.com on November 30, 2011 in an article titled, “Young, fabulous and Not so Broke.”
Melissa Joy, CFS®: Melissa moderated a Fixed Income Panel discussion at the Inaugural Fiduciary Gatekeeper Summit in Boston on September 27, 2011.
Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit News on July 20, 2011 in an article titled, “Boomers Bank on Less Inheritance.”
Laurie Renchik, CFP®: Laurie was quoted on BNET.com on February 17, 2011 in an article titled, “8 Creative Ways to Keep Your Staff Healthy.”
Timothy Wyman, CFP®, JD: Tim was quoted on Health.com on January 7, 2011 in an article title, “3 Legal Documents Caregivers Need.”
Daniel Boyce, CFP®: Dan was quoted in Investment News on December 1, 2010 in an article titled, “Advisors in Holding Pattern with Wellington, Janus Funds.”
Timothy Wyman, CFP®, JD: Tim was quoted on learnvest.com on September 29, 2010 in an article titled “Reduce Risk and Spending with Prepaid Credit Cards.”
Timothy Wyman, CFP®, JD: Tim was interviewed on Detroit Public TV “Today with Nolan Finley (The Detroit News) and Debbie Dingell” with an air date of November 19, 2010.
Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Streeet Journal on June 21, 2010, in an article titled "Before You Moonlight..."
