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:

Detroit Free Press

Timothy Wyman, CFP®, JD was quoted in the Sunday Free Press on June 9, 2013, in an article titled, “Detroit retirees fear city will break pension promises,” by Susan Tompor.

Investment News

Melissa Joy, CFP® was quoted in Investment News on May 29, 2013 in an article titled; "Advisorsshrug off proxy season in favor of cost, performance data'" by Jason Kephart.

Hour Detroit Magazine

Center team members Dan Boyce, CFP®, Matt Chope CFP®, Sandra Adams CFP®, Laurie Renchik CFP®, and Julie Hall CFP® received recognition by Five Star Professional in the June 2013 issue of Hour Detroit Magazine. They were named to the 2013 Five Star Wealth Managers list, a select group of wealth managers in the Detroit area.

Five Star Award is based on advisor being credentialed as an investment advisory representative (IAR), 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.