Center Team Members

 

 

Betsey joined the Center in January, 2005 as part-time receptionist.  She recently retired from her own healthcare business which she started and operated for 30 years.  She enjoys learning more about the financial world.  In her spare time, she is active in her sons’ high school band booster organization and in behind-the-scenes areas of community theater.  She lives in Farmington Hills with her husband and two sons.  Her family also includes two married  stepchildren and three grandchildren. E-mail Betsey.

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Marilynn Levin, Client Service Associate, joined the Center in 1992. Marilynn, sometimes affectionately known as the “other Marilynn,” provides client service for Marilyn Gunther. In addition, she maintains our state of the art investment portfolio management system. Marilynn and her husband, Arnold, spend their spare time doting on their grandchildren.
E-mail Marilynn.

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Corinne Parker, Operations Manager, has enjoyed working at the Center for twenty years. She grew up and graduated from college in Colorado, a lifetime ago, and she and husband Dale reside in Troy. Corinne’s duties at the Center include the operations part of the business, placing and following up on security orders and compliance. E-mail Corinne.

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Jennie, Client Service Assistant, joined The Center in 2003 with experience from another Raymond James office in Flint; MI. She grew up in Davison, Michigan and relocated downriver in 2003.  Jennie is currently assisting Matthew Chope and Timothy Wyman and is responsible for servicing their clients.  This past spring she completed her associate’s degree at Baker College.  Jennie has a strong interest in the financial services industry and plans to continue her education in finance.  At this time Jennie is studying for the Series 7 general securities license exam and working on her B.A. at Baker College.   When not at work, Jennie and her fiancé Kelly enjoy working around the house and spending time with their friends and family. E-mail Jennie.

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Jen joined the Center staff in 2000 and has worked in the financial services industry since 1998.  She recently became Dan Boyce’s Client Service Assistant and works closely with Sandy Adams.  She is responsible for appointment scheduling and client account servicing, and may be contacted with any service or information requests.  Jen earned her bachelor’s degree from Indiana University and holds her securities licenses.  When not at work, she enjoys spending time with her husband John and their 2 year old twin daughters, Jordan and Jadyn.E-mail Jen.

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Melissa Joy (formerly Wood), Investment Research Associate, joined the Center staff in 1999 after having worked in an Ann Arbor financial planning firm.  She holds a Certified Fund Specialist designation and securities licenses, and is a member of the Center’s investment committee.  As the Investment Research Associate for the Center, Melissa coordinates and communicates client investment recommendations per Dan Boyce’s instructions and can be contacted for specific information on any investment in your portfolio.  She is also available for general client service needs if Sandy Adams or Jen Hackmann are unavailable.  Melissa grew up in Kansas and Texas, and received her bachelor’s degree from the University of Michigan. In her free time she enjoys spending time with family and friends, reading and playing soccer. E-mail Melissa.

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E-mail Vicki.

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