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Timothy M

Series 63, Series 66

Ann Arbor, MI

SPC

Timothy Mccormack is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SPC since 2015. In addition to his advisory role, he owns a website that provides quotes for health benefits and insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, with an emphasis on discretionary management and collaborative relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Eric M

Series 63, Series 66

Ann Arbor, MI

SPC

Eric Miras is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities, Sigma Financial Corporation, and CIG Securities, Inc. prior to joining SPC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered through various account programs, with custody and execution services primarily provided through Fidelity/NFS.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Gregg H

Series 63, Series 65

Ann Arbor, MI

SPC

Gregg Huyck is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Sigma Financial Corporation. Outside of his advisory role, he is an agent for Family Life Financial Services, Inc., selling non-variable fixed annuities and traditional life and term insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm’s approach includes discretionary management with periodic monitoring and rebalancing, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Patrick H

Series 63, Series 65

Ann Arbor, MI

SPC

Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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David T

Series 66

Ann Arbor, MI

SPC

David Toeppe is a financial advisor with SPC, holding a Series 66 credential and 17 years of industry experience. He has worked at SPC since 2009 and has held roles at Cambridge Investment Research and Edward Jones. Outside of his advisory work, he operates Lotus Financial Partners, offering financial services and tax preparation. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, retirement plans, and organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Jared G

Series 63, Series 66

Ann Arbor, MI

SPC

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Robert H

Series 63, Series 66

Ann Arbor, MI

SPC

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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George H

Series 66

Ann Arbor, MI

SPC

George Hutchens is a financial advisor with SPC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Parkland Securities, LPL Financial, and Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Derrick W

Series 63, Series 65

Ann Arbor, MI

SPC

Derrick Winke is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at SPC since 2005 and has longstanding affiliations with Sigma Financial Corporation, Red Financial Services Inc., and his own firms dating back to the early 1980s. Outside of advisory work, Winke is involved in tax preparation and planning services through Wink Inc., serves as a volunteer crisis counselor and board member for the National Pancreas Foundation’s Michigan chapter, and acts as co-trustee and executor for family trusts and estates. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment arrangements tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Deidra S

Series 66

Ann Arbor, MI

SPC

Deidra Stierle is a financial advisor with SPC, holding a Series 66 license and seven years of industry experience. Her prior work includes positions at Parkland Securities, Sigma Financial Corporation, and Edward Jones. Outside of finance, she is an associate Jazzercise instructor and engages in freelance graphic design and book layout, as well as crafting knitting and crochet projects sold at local craft shows. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Richard L

Series 63, Series 66

Ann Arbor, MI

SPC

Richard Leidal is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005 and has served with Corporate Fringe Benefits Consultants, Inc. since 1982. Leidal serves on the boards of Corporate Fringe Benefits Consultants and Michigan College Funding LLC, which provides college planning services. SPC serves a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains affiliated broker-dealer and insurance entities to offer a comprehensive service model.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Rodney C

CFP®, Series 63, Series 66

Ann Arbor, MI

SPC

Rodney Clark is a CFP® professional with 36 years of industry experience, currently serving at SPC since 2012. He is also an independently licensed insurance agent involved in the sale of fixed life, annuity, and health products through his own agency, Rod Clark Financial Services, Inc. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Timothy G

ChFC®, Series 63

Ann Arbor, MI

SPC

Timothy Greene is a financial advisor with SPC in Ann Arbor, MI, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Sigma Planning Corporation since 2006 and Sigma Financial Corporation since 1996. In addition to his advisory work, Greene provides legal services as an attorney and counselor and serves as Co-Trustee of the Greene Family Trust. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Donald A

Series 66

Ann Arbor, MI

SPC

Donald Allison is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, National Life Group, Equity Services, and 3Silver. He is the founder and director of Happy Snail, a community organization focused on mental health and community building. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Eric B

Series 63, Series 65

Ann Arbor, MI

SPC

Eric Boddy is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years before joining SPC and Sigma Financial Corp in 2025. Boddy is also involved in the sale of non-variable life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Pamela S

CFP®, Series 63

Ann Arbor, MI

SPC

Pamela Sarney is a CFP® with 45 years of experience in the financial services industry. She has worked with Sigma Financial Corporation since 1999. Pamela operates a financial services business under Strategic Planning Concepts, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Peter G

CFP®, Series 63

Ann Arbor, MI

SPC

Peter Glaab III is a CFP® with 40 years of experience in the financial services industry, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1988 and has been involved with Individual Financial Planning Inc since 1981. He serves as president of the St. Stephen Endowment Fund, a nonprofit role in which he volunteers time without compensation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering customized, discretionary investment advice and offers multiple account programs with custody services through Fidelity/NFS.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Timothy L

Series 63, Series 65

Ann Arbor, MI

SPC

Timothy Laurain is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with SPC since 2014 and also maintains a longstanding role at E.W. Smith Agency, Inc. Outside of his advisory work, Laurain serves as a volunteer firefighter and EMT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies tailored to client suitability through discretionary and nondiscretionary arrangements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Timothy S

Series 63, Series 65

Ann Arbor, MI

SPC

Timothy Schriber is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. In addition to his advisory role, he is an independently licensed insurance agent selling life, health, disability, long-term care insurance, and annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement services, delivering mostly discretionary management with options for nondiscretionary and direct-at-fund arrangements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Robert M

Series 63

Ann Arbor, MI

SPC

Robert Markley is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 37 years of industry experience. He has been affiliated with SIGMA Financial Corporation since 1995 and has a long career dating back to 1967, including work with Fidelity Union Life and his own practice. Outside of advisory services, he is involved in the sale of various insurance products, including health, long-term care, annuities, and life insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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