2020:

• Nick Defenthaler becomes partner

• Peggy Hall-Davenport successfully retires at year-end

• Navigated volatile financial markets through COVID-19 pandemic

2021:

• Lauren Adams and Matt Trujillo become partners

• Laurie Renchik successfully retires at year end

2023:

• The Center opens a satellite office in Brighton, MI

• InvestmentNews named The Center the #1 Best Place to Work for Financial Advisors in the USA for companies our size. This marked our 7th consecutive win and first time top ranking for this national award.

2024:

• Michael Brocavich becomes partner

• For the 8th consecutive year, Crain’s Detroit Business recognizes The Center as a Best Place to Work in Southeast, Michigan (#4 across all companies regardless of size). This marks the first year The Center made #1 on the list.