Our Team
David Robertson, RFC, CFS, AIF®, CRC®
President / Registered Representative
248-344-4992
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 Robertson
Registered Representative
248-344-4992
Jill Jordan
Executive Assistant
Tina Troup
Registered Administrative Assistant
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 Robertson
Office Manager
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 Polomcak
Administrative Assistant
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...