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| Meet Our Financial Planners |
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SANDRA D. ADAMS, CFP®
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Sandra D. Adams, CFP® joined the Center staff in 1996 and is a lead planner. She received her bachelor’s degree from Eastern Michigan University in 1992, and earned her Certified Financial Planner™ designation and Series 7 and Series 63 securities licenses in 2003. She also earned her life and health insurance license in 2007. Sandy attended training through the Parent Care Solution™ program in 2008 and is the Center’s point-person for Elder Care related issues.
Sandy currently serves on the Board of Directors for the Michigan Financial Planning Association where she serves as chair of the Membership Committee and serves on the Symposium Planning Committee.
She is active in her church and local PTA. Sandy enjoys spending time with her family and participating in various physical fitness and personal and professional development activities.
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Daniel H. Boyce, CFP® has been active in the financial planning field since 1981 and is a founding partner of the Center. Mr. Boyce received his Certified Financial Planner® designation in 1983 and his Registered Life Planner® designation in 2005.
Dan is a graduate of the University of Michigan, receiving his BA in 1974 and his MA in 1979. He is a Registered Principal of Raymond James Financial Services.
A well-known planner in the Detroit area, Dan works primarily with high net-worth (>$1,000,000) individuals, executives, business owners, families and retirees. He is a past president of the Michigan Chapter of Certified Financial Planners, and currently serves as chair of the Board of Trustees of Prescott College in Prescott, AZ. Mr. Boyce is the Minister of Music Emeritus at his church and has been active in several Detroit area non-profits.
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MATTHEW E. CHOPE, CFP®
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Matthew E. Chope, CFP®, is a partner with The Center for Financial Planning . He has been active in the financial planning profession since 1990. Matt is a Registered Representative and Registered Principal with Raymond James Financial Services (RJFS).
A graduate of Eastern Michigan University and the College for Financial Planning, Matt completed a bachelor’s degree in finance and his master's degree in financial planning. Matt has taught accredited continuing education classes for life insurance agents in the areas of Investments and Markets. He appeared on the former cable TV program called "Investing and You".
Matt has been quoted in investment professional newspapers and magazines. Matt is a member of the Financial Planning Association of Michigan and of the local society for the CFA.
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MARILYN M. GUNTHER, CFP®
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Marilyn M. Gunther began her financial planning career in 1983 and is a founding partner of the Center. Marilyn received her Certified Financial Planner designation in 1985 and holds a BS degree from Mercyhurst College, Erie, Pa and MS degree from Iowa State University. Marilyn is a Registered Principal of Raymond James Financial Services. As a recognized leader in her field, Marilyn was honored as one of the top financial advisors for doctors by Medical Economics (1998-2009). The "150 best financial advisors for doctors" award was based in part on credentials, experience, compensation arrangements, minimum investment requirements, a good regulatory compliance record and charitable work. Consideration was also given to advisors who specialize in physician business or the medical field.
Ms. Gunther was designated as one of the top 100 financial advisors for independent firms in the US by Registered Rep. Magazine for the years 2007 and 2009 based upon assets under management.
Professional involvement has included past president of the Michigan International Association of Financial Planning and the Michigan Society of Certified Financial Planners. She has served on the board of the Metropolitan Detroit Chapter of the Financial and Estate Planning Council, the Personal Financial Planning program at Oakland University in addition to numerous civic and charitable organizations.
Marilyn considers her participation in the growth and development of the Center for Financial Planning as her greatest professional contribution. Her individual practice has focused on higher net worth retirees; doctors and those experiencing crises in their lives. Client success in achieving their goals has been the driving force for personal growth and satisfaction.
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VICKI D. MCLELLAN, CFP®
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Vicki D. McLellan, CFP®, CDFA™ joined the Center for Financial Planning in 2004, and is currently head of the Center’s Planning Department. Ms. McLellan holds a Bachelor of Arts degree from the University of Minnesota and Master of Arts degree in Clinical Psychology from Wayne State University. She received her Certified Financial Planner™ designation in 2007 and the Certified Divorce Financial Analyst designation in 2003.
Ms. McLellan has completed the “Seven Stages of Money Maturity Workshop” and the Five Day Intensive Life Planning Training from the Kinder Institute of Life Planning. Ms. McLellan is active professionally as a member of the Advisory Board of Oakland University’s Certified Financial Planning Certificate Program and a member of the Michigan Chapter of the Financial Planning Association, serving on the Career Development Committee.
Ms. McLellan is also a member of the Nazrudin Project; a group of life planning professionals; the Michigan Inter-Professional Association; the International Academy of Collaborative Professionals; and the Collaborative Practice Institute of Michigan/Oakland, Wayne and Macomb Chapter. Additionally, Ms. McLellan provides financial planning education to parents as part of Beaumont Hospital’s Parenting Program. Active in her community, Ms. McLellan served 12 years on the board of a non-profit housing corporation in Detroit and currently provides financial oversight for her neighborhood community organization.
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LAURIE D. RENCHIK, CFP®
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Laurie D. Renchik is a Certified Financial Planner™ with over 15 years experience in the financial planning profession. Much of Laurie’s work is focused on personal financial planning and women’s issues. She is dedicated to developing long term relationships with clients and understands the nuances of effective communication.
A long-standing member of the Financial Planning Association (FPA) Laurie currently serves on the MI FPA Board of Directors and the Government Relations Committee. As a member of the Government Relations Committee, Laurie is part of a team working with local government to raise public awareness on the issues of "fee transparency for investors" and "ethical standards for financial advisors."
Ms. Renchik is the 2010 Chair for the Women’s Commission of Oakland County. She was appointed to the position of Women’s Commissioner for District 1 in 2008 and chaired the Leadership Committee in 2009. Being part of this group of 25 women appointees has given Laurie an opportunity to survey the needs of women in Oakland County, work to affect change through issue committees, and ultimately be an advocate for important issues that are unique to women.
Laurie graduated from Oakland University with a major in Human Resource Development and a minor in business. She earned the CFP® designation in 1995 and is currently a dual MBA/MFS candidate at Walsh College.
Being a mom is a source of inspiration for Laurie. She enjoys family activities, fun with friends, reading, learning new things, and staying physically active by running 5k’s and practicing yoga.
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TIMOTHY W. WYMAN, CFP®, JD
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Timothy W. Wyman is a partner with the Center For Financial Planning, Inc. A leader in his profession, Wyman served on the national Board of Directors for the 28,500 member Financial Planning Association™ (FPA®) from 2005-2007. Wyman has appeared on WDIV/TV4, WXYZ/TV7 & UPN/TV50 in Detroit and has contributed to lead articles in numerous national publications including: The Wall Street Journal,USA Today, Money Magazine, SmartMoney, NY Post Online Edition, Wall Street Career Journal, Parents Magazine, Essence, Bloomberg Personal Finance, Financial Advisor, Investment Advisor and InvestmentNews in addition to local news print such as The Detroit News, The Detroit Free Press, and The Oakland Press.
Wyman formerly served on the Advisory Board of Oakland University’s – Personal Financial Planning Program and is a former Adjunct Faculty member. Wyman’s expertise and experience have been recognized by serving on national committees comprised of CFP™ practitioners and academics from around the country that hold recognized expertise in specialized areas of personal financial planning. Additionally, Wyman served on the Advisory Board for the Journal of Financial Planning. Wyman holds a Bachelor of Arts degree in Economics & Management from Albion College, the Certified Financial Planner (“CFP™”) designation, a Juris Doctorate cum laude from Detroit College of Law at Michigan State University, and is admitted to practice law in the State of Michigan.[Law advice and services are not affiliated with Raymond James.]
Wyman holds Series 7, 63, 51 and 24 securities licenses in addition to his insurance license. Active in his community, Wyman is a past president of the Birmingham-Bloomfield Chamber of Commerce and a frequent speaker to area organizations and businesses on various financial planning topics. Wyman, his wife, and their three children reside in Bloomfield Township, MI.
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TROY W. WYMAN, CFP®
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Troy W. Wyman, CFP® joined the Center in January 2010 as a Financial Planner. Troy has been active in the financial planning profession since 1998, and previously served as a lead advisor of a national investment advisory firm specializing in developing personal and professional life plans for dental practitioners.
Troy holds a Bachelor of Arts degree in Economics & Management from Albion College, is a graduate of Oakland University's - Personal Financial Planning Program, obtained the Certified Financial PlannerTM designation in 2005, and has successfully obtained securities licenses 7 and 63.
Active in his profession and community, Troy is a member of the Michigan Financial Planning Association and serves on the Board of Directors of the Birmingham Bloomfield Chamber of Commerce. Troy resides in Royal Oak, MI.
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| Meet Our Client Services Department |
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JENNIE BAUDER
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Jennie Bauder, Client Service Associate, joined the Center for Financial Planning staff in 2003. Jennie is currently assisting Matthew Chope and Timothy Wyman and is responsible for servicing their clients. Jennie earned her Associates and Bachelor’s Degrees in Business Administration with concentration of Accounting from Baker College.
Jennie plans to continue her education through the Series 7 Exam along with completion of her MBA. When not at work, Jennie and her husband, Kelly enjoy motorcycling, traveling, and spending as much time as possible with family and friends.
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Jennifer Hackman, Registered Client Service Associate, joined the Center staff in 2000 and has worked in the financial services industry since 1998. She is the Registered Client Service Associate for Dan Boyce. She is responsible for client account servicing, and may be contacted with any service or information requests.
Jen earned her bachelor’s degree from Indiana University (1997) and holds her Series 7 and 63 securities licenses. When not at work, she enjoys spending time with her husband John and their twin daughters, Jordan and Jadyn.
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GERRI HARMER
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Gerri Harmer, Client Service Assistant, earned her Bachelor of Science degree from Eastern Michigan University in 1993. Since then she has held management positions as well as owned and operated two small businesses. She was an active member of the Canton Chamber of Commerce.
Along with husband Bob, Gerri is happily raising three boys. She joined the Center for Financial Planning in the summer of 2007 splitting her time between client service assistant and investment research assistant. She is currently working as client service assistant for Tim Wyman and Matt Chope alongside Jennie Bauder.
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MARILYNN LEVIN
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Marilynn Levin, Client Service Associate, joined the Center for Financial Planning in 1992 and is sometimes known as the “other Marilynn.” She primarily provides client servicing for Marilyn Gunther and Vicki McLellan, but has additional responsibilities. She received her Bachelor’s Degree from Wayne State University in 1965 and has post degree credits.
Marilynn and her husband Arnold spend their spare time doting on their seven grandchildren.
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JILL MAJESKE
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Jill Majeske, Client Service Assistant, joined the Center for Financial Planning staff in 2006. She provides client service assistance for Laurie Renchik and Sandra Adams. Jill earned her Associate's and Bachelor's Degrees in Business Administration with concentration of Accounting from Baker College.
Jill anticipates an upcoming busy schedule while starting her MBA with concentration of Finance and studying for the Series 7 license. In her spare time, she enjoys reading, scrapbooking, working out, and spending quality time with loved ones.
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| Meet Our Investment Department |
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JACLYN JACKSON
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Jaclyn Jackson is a Research Associate in the Investment Department. Jaclyn received her Bachelor's Degree in Sociology from the University of Michigan in 2008. In 2005-06, she served as AmeriCorps volunteer for City Year where she contributed 1,700 hours of community service to Detroit and the greater metropolitan area. She is studying to obtain her Certified Financial PlannerTM certificate and is a new member of the Financial Planning Association, serving on the Career Development Committee of the Michigan FPA.
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Melissa Joy, CFS, Investment Department Head, joined the Center staff in 1999 and has been in the securities industry since 1998. She holds a Certified Fund Specialist designation and Series 7 and 63 securities licenses. She is the coordinator of our Investment Committee. As the manager of our firm's Investment Department, Melissa coordinates investment research, communicates client investment recommendations in collaboration with your financial planner, and can be contacted for specific information on investment-related questions. Melissa and her husband Jeff live in Pittsfield Township and recently welcomed their first child, Gus, into the family.
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ANGELA PALACIOS
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Angela Palacios, Portfolio Coordinator, joined the Center in 2008 and has been active in the financial planning industry since 1999. She is currently working closely with Melissa Joy in the investment department. Angela holds a Bachelor of Arts degree from Aquinas College in Grand Rapids, MI in Economics and an MBA from Nichols College in Dudley, MA. She received her Certified Financial PlannerTM designation in 2003 and is Series 7 licensed. Angela worked for Wachovia Securities for 5 years where she was a Certified Financial PlannerTM conducting financial and investment planning for her clients. She recently returned from spending 3 years living in Germany. Angela lives in Howell where she enjoys spending time with her daughter and husband as well as golfing, swimming and traveling.
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| Meet Our Reception and Operations Departments |
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GREGG BLOOMFIELD
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Gregg Bloomfield, Operations Manager, joined the Center in 2007 after managing auxiliary enterprises for Oakland University and serving as a major gifts officer for Wayne State University's successful Wayne First capital campaign. His chief areas of responsibility include human resources, information technology, budgeting/finance, and marketing/communications. Gregg recently completed his MBA degree at the University of Michigan.
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CORINNE PARKER
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Corinne Parker, Operations Manager, has enjoyed working at the Center for over twenty years. She grew up and graduated from college in Colorado, a lifetime ago, and she and husband Dale reside in Troy. Corinne has her Series 7 and 63 licenses. Her duties at the Center include the operations part of the business, placing and following up on security orders and compliance.
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Betsey Schrock, Bookkeeper/Office Manager, joined the Center in January, 2005 as part-time receptionist with bookkeeping responsibilities. She retired from her own healthcare business which she started and operated for 30 years. In her spare time, she is active in Stagecrafters, a community theatre in Royal Oak. She lives in Farmington Hills with her husband. Her sons are finishing college and will soon be commissioned as Ensigns in the US Navy. The family also includes two married stepchildren and three grandchildren.
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Brenda Spencer joined the Center in 2006 as a part-time receptionist and lead "scanner" as the Center has moved to a paperless system. She thoroughly enjoys talking with clients on the phone. She had a successful career as a hair dresser before joining the Center. When not at work, Brenda spends time with her partner Bruce and visiting with good friends.
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