Planners' Perspective: Finding home after 8 years

 Part 5 of a series that will shed some light on who we are and why we love financial planning. From an integral visionary teacher to an 8 year journey to the Center, Tim Wyman tells us how he found his calling and his calling finally found a home.

Ever since my junior year at Albion College I knew that I was meant to be in personal finance.  I found my way to Albion to play football – or at least that’s what I thought at age 17. Four years later I came away with a passion for personal finance. A young professor, Jon Hooks, played an important role in my academic interests.  It’s fair to say that he saw something I didn’t at first. We all need a coach/mentor/cheerleader and I owe him a great deal of gratitude.

As much as I’d like to say my path to the Center was a straight line filled with success – it wasn’t.  Early in my career I had stints with an insurance company and a few brokerage firms before striking out on my own; hanging out my shingle for a number of years.  This was also the time that I decided to attend Law School and begin a family.

In 1999 I was introduced to the partners at The Center.  From my first encounter, I knew it was the place I had been looking for the last 8 years.  Dan Boyce, Marilyn Gunther, and Estelle Wade were not only some of the finest financial planners I ever met; they were some of the best human beings I had met.  Our values of family, doing what’s in the best interest of clients at all times, passion for financial planning, and building a long-lasting firm to serve clients and staff was evident from day one.  My calling found a home.

After 14 years here at the Center, my passion burns as strong as ever. Helping clients make sense of all of the options to meet their personal objectives fuels the fire.  Along with current partners Matt Chope and Melissa Joy, I am excited to continue to build on the Center’s strong 28-year foundation for many years to come.