Our Team

David Robertson, RFC, CFS, AIF®, CRC®  entered the financial services industry over 30 years ago after nine years in middle management with a Fortune 500 company. David is a Registered Financial Consultant (RFC). This designation

Tim has recently joined The Financial Center as a registered representative licensed and registered with FINRA to sell securities in the state of Michigan and California. He brings a wealth of knowledge from the mortgage industry, as...

Jill manages David's calendar, books all his appointments, workshops, and plans events throughout the year. Give her a call if you have a referral for David, or want to receive his videos or weekly newsletters.

Tina processes all documentation, distributions and trades for David. She is available to answer any questions you my have on your accounts, as well as get distributions started when you need funds.

Cathy is responsible for all the behind the scenes operations as well as making sure you are timely with your RMDs as well as answering any questions regarding Long-term Care and Life Insurance needs.

Kelsey, our newest team member, brings a strong customer service background and is eager to assist. She is results-driven and displays a keen sense of anticipating the needs of clients as well as anyone she works with. Not sure who you...