Our Team
David Robertson, RFC, CFS, AIF®, CRC®
President / Registered Representative
248-344-4992
David Robertson, RFC, CFS, AIF® 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 is awarded to...
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Tim Robertson, RFC, CRC®, CEPA®
Registered Representative
248-344-4992
Partner / Registered RepresentativeTimothy Robertson, RFC, CRC® has been working with his father ever since he was in diapers. Whether it was stamping envelopes, sweeping the floors, or signing in clients in during our appreciation...
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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 and answering any questions regarding Long-Term Care and Life Insurance needs. Outside of work, she treasures time with...
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Chloe Caudill
Administrative Assistant
Chloe joins our team, bringing an extensive background in the tax field, where she developed marketing strategies leveraging her graphic design and social media management skills.A proud Michigander, Chloe was born and raised in...
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Jennifer Reaume
Administrative Assistant
Jennifer manages David and Tim’s calendars, coordinates client meetings, and oversees event planning throughout the year.Before joining The Financial Center, Jennifer taught high school English, bringing her strong organizational...
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