Portfolio Manager
CurrentEstablished in 1985, Center for Financial Planning, Inc. is recognized as one of the leading Financial Planning and Investment Management firms in the Midwest. Visit http://www.centerfinplan.com/awards/ to see details of our awards and recognitions.The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.We emphasize personalized client relationships using an experienced team of financial… Show more Established in 1985, Center for Financial Planning, Inc. is recognized as one of the leading Financial Planning and Investment Management firms in the Midwest. Visit http://www.centerfinplan.com/awards/ to see details of our awards and recognitions.The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.We emphasize personalized client relationships using an experienced team of financial planners and tailored services, complemented by a highly trained and experienced support team. Collectively our team of professionals manages over $1.2 billion in personal client assets as of January 30th, 2018.The Center for Financial Planning, Inc. is an independent registered investment advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less