Center for Financial Planning Inc

Nicholas Defenthaler is a CFP® professional with 12 years of experience in financial planning. He has been with Raymond James Financial Services, Inc. since 2014. In addition to his advisory role, he is an associate and partner at support companies affiliated with the Center for Financial Planning. Center for Financial Planning, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on clients with higher asset levels. The firm provides comprehensive financial planning and investment management, employing tailored asset allocations and diversified strategies through a team of 18 advisors.

Mallory Hunt is a financial advisor at Center for Financial Planning Inc. with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, Inc. and J.P. Morgan Securities LLC. Center for Financial Planning Inc. provides financial planning and investment management services to individuals and institutions, focusing on clients with higher asset thresholds. The firm employs tailored asset allocation strategies using diversified portfolios and offers a range of program structures supported by an 18-advisor team.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at Raymond James Financial Services, The Fiduciary Alliance, and Ameriprise. Sheahan has also been involved in educational and religious organizations earlier in her career. Center for Financial Planning provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often serving clients with higher asset thresholds. The firm employs tailored asset allocations and diversified investment strategies through a multi-adviser team managing a substantial asset base.

Jeanette Lopiccolo is a CFP® and Series 66-registered advisor with 18 years of industry experience. She is currently with Center for Financial Planning Inc and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Raymond James Financial Services. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often serving clients with higher asset thresholds. The firm employs tailored asset allocation strategies and a diversified approach using stocks, bonds, mutual funds, ETFs, and select alternative investments.

Lauren Adams is a CFP® with eight years of industry experience, currently serving as a financial planner at Center for Financial Planning, Inc. She has been with Raymond James Financial Services, Inc. since 2016. Outside of her advisory role, Adams serves as Treasurer and Board Member for Kirk in the Hills Preschool, where she oversees budget and financial statement processes. Center for Financial Planning, Inc. provides financial planning and investment management services primarily to high-net-worth individuals and institutions. The firm employs tailored asset allocations and diversified strategies, managing a substantial asset base through an 18-adviser team.

Michael Brocavich is a CFP® professional with 18 years of experience in financial planning and advisory services. He is currently a Senior Financial Planner and Director of Financial Planning at Center for Financial Planning Inc, where he has worked since 2021. His prior experience includes roles at McClaren Investment Partners LLC and Edward Jones. Brocavich is also a partner in Center for Financial Planning II, LLC. Center for Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, primarily serving clients with higher asset thresholds. The firm employs tailored asset allocations and diversified strategies, managing assets through a team of 18 advisers with a variety of program structures and operational options.

Amanda Toia is a financial advisor with Center for Financial Planning Inc in Southfield, MI. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Amanda has been with Center for Financial Planning Inc and Raymond James Financial Services since 2010. Center for Financial Planning Inc provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, typically serving clients with significant assets. The firm employs tailored asset allocations and diversified investment strategies, managing accounts through a national broker-dealer platform with both discretionary and non-discretionary options.

Robert Ingram is a financial advisor at Center for Financial Planning, Inc. in Southfield, MI, with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise Financial Services and Raymond James Financial Services. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, typically serving clients with higher asset thresholds. The firm offers tailored asset allocation and diversified investment strategies managed by an 18-advisor team.

Kali Hassinger is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services, Inc. since 2013. In addition to her advisory role, she is also an insurance agent of record for Lloyd's/International Specialty Insurance. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on clients with higher asset thresholds. The firm employs tailored asset allocations and diversified investment strategies managed by an 18-advisor team, offering both discretionary and non-discretionary account management.

Nicholas Boguth is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He is currently a portfolio manager at Center for Financial Planning Inc and has been with Raymond James Financial Services, Inc. since 2015. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often serving clients with higher asset levels. The firm employs tailored asset allocations and diversified strategies across various investment vehicles, managing accounts on both discretionary and non-discretionary bases through a team of 18 advisors.

Timothy Wyman is a CFP®-credentialed financial advisor with 34 years of industry experience, currently serving at Center for Financial Planning Inc. He has been with Raymond James Financial Services, Inc. for 27 years. Wyman is also an attorney licensed in Michigan and serves as Chair of the Endowment Investment Committee and Chair of the Investment Committee on the Board of Trustees at Albion College. Center for Financial Planning, Inc. provides comprehensive financial planning and investment management services to individuals, pension plans, trusts, estates, and charitable organizations, often serving clients with significant asset levels. The firm employs tailored asset allocations with diversified strategies and supports a broad range of client needs through an 18-advisor team and a unique ownership structure that includes legal services.

Angela Palacios is a CFP® with 21 years of industry experience, currently affiliated with Center for Financial Planning Inc. She has worked at Raymond James Financial Services since 2008 and was previously with Center for Financial Planning from 2012 to 2019. Outside of her advisory role, she serves as Secretary on the board of the Ice House Skating Academy, a nonprofit organization. Center for Financial Planning, Inc. provides financial planning and investment management to individuals and institutions, focusing on clients with higher asset levels. The firm employs tailored asset allocations and diversified strategies across various investment vehicles, managing assets through an 18-adviser team with multiple program options and a combination of advisory and transactional services.

Sandra Adams is a CFP® professional with 23 years of industry experience, currently affiliated with Center for Financial Planning Inc. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with the Society for Active Retirees since 2017. Adams also served at Schoolcraft College from 2017 to 2021. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often serving clients with significant asset levels. The firm employs tailored asset allocations and diversified investment strategies through a team of 18 advisors and offers a range of program structures and operational options.

Joshua Bitel is a CFP® professional with seven years of experience in financial advising. He has been with Center for Financial Planning, Inc. and Raymond James Financial Services since 2016, and briefly worked at CIG Capital Advisors. He is also licensed as a life insurance agent, assisting with disability policy servicing for a retiring colleague. Center for Financial Planning, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often focusing on clients with higher asset thresholds. The firm provides comprehensive financial planning and investment management using diversified strategies tailored to each client's risk profile and goals.

Matthew Trujillo is a CFP® and Series 66-licensed advisor with 15 years of industry experience. He is a partner and lead financial planner at Center for Financial Planning Inc, where he has worked since 2013. Outside of his advisory role, Trujillo teaches chess to middle school students and has authored a chess instruction book used in his classes. Center for Financial Planning Inc provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, typically serving clients with higher asset levels. The firm employs tailored asset allocations and diversified strategies, managing accounts through a team of 18 advisors and offering various program structures and operational options.