Contributed by: Clare Lilek
The Center recently welcomed two new team members: Stephen Robinson and Jim Brown. Stephen and Jim come from diverse backgrounds and are taking on very different roles at The Center, but are both excited to join our collaborative and dedicated environment in the world of finance!
Stephen joins us from his previous career as a pediatric nurse at the University of Michigan. He discovered his love for investments and financial planning after trying to navigate his own retirement account. After a lot of self-study, he decided to pursue a Masters in Finance while also working full time at the hospital. We’re thrilled to have him join us and apply his passion for financial markets and the planning field to his new position with us as Client Service Associate.
Jim joins us as our first ever in house IT Manager. Prior to joining The Center, he was a technological consultant working with institutions to troubleshoot problems and implement solutions dealing with various software and hardware systems. He was brought on to help mitigate and manage the fast-growing technology we use to best serve our clients. Jim sought to join the staff because of our diverse technology needs and the culture of our office. As our team continues to expand, we’re excited to have Jim be our go-to-man for technological assistance and expansion.
Next time you’re in the office, stop by and say hi to our growing team! Stephen and Jim are not only excited to join our team, but they’re happy to be on yours as well. Feel free to reach out to them if you have questions.
Clare Lilek is a Client Service Associate at Center for Financial Planning, Inc.®