Our Financial Planning Components

Michigan Wealth Management & Financial Advisors in Farmington Hills - Blue Chip Partners - icon-investment-management

Investment Management

A focus on dividend-producing equity to produce current income
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Michigan Wealth Management & Financial Advisors in Farmington Hills - Blue Chip Partners - icon-retirement-planning

Retirement Planning

Entering and managing the next financial phase of your life
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Michigan Wealth Management & Financial Advisors in Farmington Hills - Blue Chip Partners - icon-tax-planning

Tax Planning Strategies

Specific techniques to manage your tax exposure
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Michigan Wealth Management & Financial Advisors in Farmington Hills - Blue Chip Partners - icon-estate-planning

Estate Planning

Defining your financial legacy for the next generation 
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Michigan Wealth Management & Financial Advisors in Farmington Hills - Blue Chip Partners - icon-corporate-stock-handling

Executive Compensation

Managing equity grants and optimizing concentrated stock for corporate executives
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Quality Research.
Quality Advice.

Your Advisory Team


Robert Steinberg

Founder, CEO
JD, CPA, CFP®

Daniel Seder

Managing Partner
CFA, CMT, CFP®

Matthew Mondoux

Senior Financial Advisor
CFA, CMT, CFP®

Jonathan Johnson

Senior Financial Advisor
CPA, CFP®

Naoko McKelvey

Senior Financial Advisor
CFP®

Timothy Reaume

Senior Financial Advisor
JD, LLM, CLU, ChFC

D. Scott Foret

Senior Financial Advisor / Chief Compliance Officer
CFP®, IACCP®, CEBS

Cody VanderHagen

Associate Financial Advisor

Emily Prater

Financial Associate
CPA

Atalie Stewart

Financial Associate
CTFA®

Our Senior Management


Erin Goss

Chief Operating Officer
CFA, CAIA, CIMA®, CFS®

Elizabeth Kelly

Operations Director

Daniel Dusina

Director of Investments
CFA

Our Operational Support Team


Robbin Love

HR / Accounting

Anthony Karroma

Paraplanner

 

Our Client Services Team


Danielle Titus

Client Services Manager

Georgia McGovern

Relationship Manager

Yvonne Avery

Client Services Associate

Pamela Tassinari

Client Services Associate

Shannon O'Brien-Watt

Client Services Assistant

Vicki Tarnapol

Client Services Associate

 

Financial Times Top Financial Advisers 2017, 2018 & 2020