President / Registered Representative
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.
Registered Administrative Assistant
Tina is probably the first voice you hear on the line when you call in or the first to greet you when you walk through the door. She processes all the paperwork and documents for David. Call her if you need funds or have questions on...
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 anddisplays a keen sense of anticipating the needs of clients as well as anyone she works with. Not sure who you...