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 processes all the paperwork and documents for David and Tim. Call her if you need funds or have questions on your account.
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.
Samantha is probably the first voice you hear on the other end of the phone and the first person to greet you when you visit The Financial Center. Samantha has an extensive customer service background and assists with various...