Financial Planners: Biographies & Email

Click on the Planner's name to view his/her picture and biography.
 

Sandy Adams,CFP®   E-mail Sandy

Daniel H. Boyce, CFP®     E-mail Dan
Matthew E. Chope, CFP®     E-mail Matt
Marilyn Gunther, CFP®     E-mail Marilyn
Laurie Renchik, CFP®     E-Mail Laurie
Timothy W. Wyman, CFP®, JD     E-Mail Tim

Sandy Adams,CFP®   E-mail Sandy.

Sandy, an Associate Financial Planner, joined the Center staff in 1996. Sandy received her bachelor’s degree from Eastern Michigan University, and earned her Certified Financial Planner® designation and securities licenses in 2003. She enjoys spending time with her two young children, Faith and Zachary, and is actively involved in her church and local PTA. Back to top
 

DANIEL H. BOYCE, CFP®  E-mail Dan

Daniel H. Boyce has been active in the financial planning field since 1981. He holds the designations of Certified Financial Planner®(1983), Certified Investment Management Consultant (1994), and an MA (1979) and BA (1974) from the University of Michigan. A well-known planner in the Detroit area, Mr. Boyce has been cited by both Money Magazine and Worth Magazine as one of the nation's top financial advisors. Mr. Boyce is a co-founder and a principal at The Center. He works primarily with high net-worth (over $1,000,000) individuals, executives, business owners, families and retirees. Mr. Boyce is actively involved in professional development activities and is committed to improving the abilities and competence of other professionals involved in financial counseling. Professional Activities: • Past president, Institute of Certified Financial Planners, Michigan Society (now the
Financial Planning Association) • Adjunct faculty member (past), College for Financial Planning • Advisory Council Member and Former Instructor, Oakland University, Certificate
Program in Personal Financial Planning • Former Financial Columnist, Observer & Eccentric newspapers Dan is very active in community-based non-profit organizations, and is also a serious musician. He, his wife Suzanne, and their three sons enjoy travel, hiking, volunteering, and reading in their leisure time. Back to Top

MATTHEW E. CHOPE, CFP®  E-mail Matt

Matthew Chope, CFP®, is a financial planner with The Center. He has assisted clients since 1990 in the area of investment advice. Matt is also 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. He is an advisor for a local endowment and helps oversee the investment management process at The Center. Since 1996, Matt has met weekly with the firm's partners to share his investment outlook and strategies. 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 was a contributing editor for a book "Discussing Asset Allocation." Matt is a member of the Financial Planning Association of Michigan and of the local society for the Association for Investment Management and Research. Back to Top

MARILYN M. GUNTHER, CFP®  E-mail Marilyn

Marilyn M. Gunther is a Certified Financial Planner® with over two decades of varied experience in the financial management field. She received her Certified Financial Planner® designation in l985 and holds a BS degree from Mercyhurst College, Erie, Pa and MS degree from Iowa State University. Marilyn Gunther is a recognized leader in her field. She is currently named in Worth Magazine as one of the top financial planners in the United States and in Medical Economics as the top financial advisor for doctors in Michigan. She is past president of both the Michigan International Association for Financial Planning and the Michigan Society of Certified Financial Planners. In addition to professional activities, Ms. Gunther has been active in civic and church associations. Ms. Gunther has served as an educational consultant to Michigan State University, the University of Connecticut and Marygrove College. She was an adult education specialist at Iowa State University, the Associate Director of the Michigan Consumer Education Center at Eastern Michigan University and the director of another financial planning firm before assuming her current position. Marilyn is a founding partner of the Center for Financial Planning and currently serves as its president. She is a frequent speaker to area groups, and has authored numerous academic and popular publications in the area of consumer, financial planning and investment concerns. Marilyn and husband Ron enjoy the national and international travels with and to their adult children and now grandchildren. Back to Top

LAURIE RENCHIK, CFP®  E-mail Laurie

Laurie D. Renchik, CFP® has been active in the financial planning field since 1992 and joined the Center in 2006. Ms. Renchik received her Certified Financial Planner designation in 1995 and is a graduate of Oakland University. Laurie is a Registered Principal of Raymond James Financial Services and a member of the Financial Planning Association. In addition, she is a member of the Michigan FPA Career Development Committee. Over the years Laurie has enjoyed serving her community by being actively involved with civic organizations, as well as writing articles on various financial planning topics for local publications. Back to Top

TIMOTHY W. WYMAN, CFP®, JD   E-Mail Tim

Timothy W. Wyman is a partner with the Center For Financial Planning, Inc. The Center, established in 1985, is recognized as one of the leading Financial Planning and Investment Management firms in the Midwest. 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 @ Michigan State University, and is admitted to practice law in the State of Michigan. Moreover, Wyman holds various securities and insurance licenses. 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.   Back to Top