Our Team | Blue Chip Partners LLC

We are your partner in every sense of the word. Your success is our success.

We are your partner in every sense of the word. Your success is our success.

In an industry where the barrier to entry is surprisingly low, we raise the bar.

0

Advisors at the firm are CERTIFIED FINANCIAL PLANNER® professionals. CFP® Board owns the mark in the U.S.

0

Members of our team hold Master’s Degrees

0

Members of our team hold the Chartered Financial Analyst designation. This is a registered trademark owned by the CFA institute

0

Advisors hold the Chartered Market Technician (CMT) designation

0

Advisors are Certified Public Accountants (CPAs)

0

Advisors are attorneys (JDs)

Schedule your Consultation

Our Team

When you work with Blue Chip Partners, you aren’t just working with one person – you’re working with a whole team. Our financial expertise is the bedrock of our practice and your success. Our team members strive to be experts in their craft, exemplified by our numerous professional designations.

Our entire organization is here to support you.

Each member of the Blue Chip Partners’ staff shares the same goal: to work collectively to help you get the most life out of your wealth.

Our entire organization is here to support you.

Each member of the Blue Chip Partners’ staff shares the same goal: to work collectively to help you get the most life out of your wealth.

Your Blue Chip Partners Team

Daniel Seder

Managing Partner
CFA®, CFP®, CMT

Robert Steinberg

Founder & CEO
JD, CPA, CFP®

Matthew Mondoux

Partner
Senior Financial Advisor
CFA®, CMT, CFP®

D. Scott Foret

Partner
Senior Financial Advisor
IACCP®, CEBS, CFP®

Partners

Gina DiGirolamo

Financial Advisor 
CFP®

Adam Larkin

Financial Advisor
 CFP®

Emily Prater

Financial Advisor
CPA, CFP®

Jonathan Johnson

Senior Financial Advisor
CPA, CFP®, CMT

Naoko McKelvey

Senior Financial Advisor
CFP®, AEP®

Timothy Reaume

Senior Financial Advisor
JD, LLM, CLU, ChFC

Cody VanderHagen

Financial Advisor
CFP®

Deborah VanDam

Financial Advisor
CFP®

Your Advisory Team

Amy McLeod

Executive Assistant

Vince Parrack

Investment Analyst

Andrea Cloutier

Director of Portfolio
Operations

Daniel Dusina

Chief Investment Officer
CFA®

Erin Goss

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

Eric Donofrio

Chief Compliance Officer
ChFC®

Madeline Cecilia Dunn

Director of Marketing

Antone Lamerato

Operations Manager

Robbin Love

Operations Associate

Senior Management & Operational Support

Stefanie King

Client Service Associate

Pamela Tassinari

Client Service Associate

Yvonne Avery

Client Service Associate

Danielle Titus

Client Service Manager

Georgia McGovern

Relationship Manager

Shannon O’Brien-Watt

Client Service Associate

Vicki Tarnopol

Client Service Associate

Jennifer Koperski

Client Service Associate

Client Service

Jenna Wos

Executive Assistant

Robert Steinberg

Partner
JD, CPA, CFP®

Kimberly Crank Browning

Partner
JD

Caitlin Browning

Paralegal

Your Blue Chip Estate Planning Team

Al Mudryk

Director of Tax

Your Blue Chip Tax Team

Eli

Chief Barking Officer
(CBO)

Your Blue Chip Bark Team

Find out what our advisors are thinking and how you can benefit from their expertise

Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.

Quick Links

Address

Blue Chip Partners, LLC 38505 Country Club Drive | Suite 150 Farmington Hills, MI 48331 U.S.A.

Phone Number

Sign up and get our market analysis podcast delivered straight to your inbox each week:

Privacy Policy | Terms & Conditions | Disclosures

Copyright © 2024 All rights reserved.