Center Curtain Call


The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

In the News

Melissa Joy, CFP® was quoted in the Chicago Tribune on February 18, 2013 in an article titled “Focus on performance, rating rather than IRA fees” by Janet Kidd Stewart.  

2013 Five Star Wealth Manager

Center team members Matt Chope CFP®, Sandra Adams CFP®, Troy Wyman CFP®, Laurie Renchik CFP®, and Julie Hall CFP® received recognition by Five Star Professional being named a 2013 Five Star Wealth Manager.  

Five Star Award is based on advisor being credentialed as an investment advisory representative (IRA), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, accepting new clients, one- and five-year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.