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:

Daniel Boyce, CFP® Recognized by Investment News

Dan received an Honorable Mention Lifetime Achievement Award as part of the Investment News Community Leadership Awards. Dan’s award is based on his contributions to Detroit ChamberWinds & Strings over many years.

The Invest in Others Charitable Foundation and Investment News announced finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around the world.

5 Center Planners Recognized by Hour Detroit Magazine

Center team members Sandra Adams CFP®, Daniel Boyce CFP®, Matthew Chope CFP®, Laurie Renchik CFP®, and Timothy Wyman, CFP® received recognition by Five Star Professional in the June 2014 issue of Hour Detroit Magazine. They were named to the 2014 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 or a registered investment advisor, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standards, and accepting new clients. One and five year retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations are criteria that is considered. This award is bestowed by an independent third party organization not affiliated with Raymond James.