Our Planners Give Back to the Profession

The Center has a long history of being leaders in the financial planning profession. Our team members have served organizations like the Financial Planning Association (FPA) for many years – and the tradition continues.

In 2015, Nick Defenthaler, CFP®, joined the Board of Directors for the FPA of Michigan and has been instrumental in carving out the local chapter’s NexGen organization – a group of financial planners under the age of 37 who are committed to leading the financial planning profession in the right direction. Moving forward into 2017, Nick will act as Secretary on the Board and is looking forward to future leadership opportunities within the organization.    

Tim Wyman, CFP®, who served the National FPA Board several years ago, recently completed his term on the local FPA of Michigan Board. Tim has instilled the value of giving back to the profession to our team members and The Center is looking forward to supporting the Financial Planning Association for many years to come!

Raymond James is not affiliated with the Financial Planning Association (FPA).