Center for Financial Planning Inc

Nicholas Defenthaler is a CFP® professional with 13 years of industry experience. He is currently with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 2014. He is also a partner and financial planner at affiliated companies of the Center for Financial Planning. Center for Financial Planning, Inc. provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Mallory Hunt is a financial advisor with Center for Financial Planning Inc in Southfield, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across a range of investment vehicles and manages approximately $1.97 billion in assets through a team of 17 advisors.

Mary Sheahan is a financial advisor with Center for Financial Planning Inc in Southfield, MI. She holds the Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining her current firm, she worked at Raymond James Financial Services and The Fiduciary Alliance. Outside of financial services, Mary has experience working with educational and religious organizations. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and diversification approach, managing approximately $1.97 billion in assets with a team of 17 advisors.

Jeanette Lopiccolo is a CFP® professional affiliated with Center for Financial Planning Inc with 19 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James and Center for Financial Planning, where she has been since 2016. Center for Financial Planning Inc provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation and diversification approach across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Lauren Adams is a CFP® with eight years of industry experience, currently affiliated with Center for Financial Planning Inc in Farmington Hills, MI. She has been associated with Raymond James Financial Services since 2016. In addition to 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. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets across a team of 18 advisors.

Michael Brocavich is a CFP® professional with 19 years of industry experience. 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 Raymond James Financial Services and Edward Jones. Brocavich is also a partner at Center for Financial Planning II, LLC. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 18 advisors.

Amanda Toia is a financial advisor with Center for Financial Planning Inc in Farmington Hills, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Center for Financial Planning since 2010 and has prior experience with Raymond James Financial Services, Merrill, J.P. Morgan Securities Inc., and Banc One Securities Corporation. In addition to advisory duties, she works in compliance at Center for Financial Planning. Center for Financial Planning provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, emphasizing strategic asset allocation and diversification across various investment vehicles.

Robert Ingram II is a financial advisor with Center for Financial Planning Inc, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Center for Financial Planning Inc offers financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, emphasizing strategic asset allocation and diversification across various investment vehicles. The firm manages approximately $1.97 billion in assets with a team of 17 advisors.

Kali Hassinger is a CFP® professional with 12 years of industry experience, currently affiliated with Center for Financial Planning Inc. She has worked with Raymond James Financial Services since 2013. Hassinger holds the Series 63 designation and serves as an agent with Lloyd's/International Specialty Insurance. Center for Financial Planning Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets across a team of 18 advisors.

Nicholas Boguth is a financial advisor at Center for Financial Planning Inc in Southfield, MI, holding the CFP®, CFA®, and Series 63 designations with 11 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2015 and works as a portfolio manager. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.

Timothy Wyman is a CFP® with 34 years of industry experience. He is currently affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1999. Outside of advising, he serves as a board member and Chair of the Endowment Investment Committee at Albion College and is licensed as an attorney in Michigan. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation and diversification across various investment vehicles, managing approximately $1.97 billion in assets with a team of 17 advisors.

Angela Palacios is a CFP® with 22 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services since 2008, as well as at Wells Fargo Clearing from 2003 to 2004. Outside of her advisory role, she serves as the Secretary on the board of the Ice House Skating Academy, a nonprofit organization. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets through a team of 17 advisors.

Sandra Adams is a CFP® professional with 23 years of experience in financial advising. She works at Center for Financial Planning Inc in Southfield, MI, and has been affiliated with Raymond James Financial Services, Inc. since 1996. Adams has also been involved with the Society for Active Retirees since 2017 and taught at Schoolcraft College for four years. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering comprehensive financial planning and investment management. The firm focuses on strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Joshua Bitel is a CFP® with seven years of industry experience, currently serving at Center for Financial Planning, Inc. and Raymond James Financial Services Inc. since 2016. He has prior experience with CIG Capital Advisors. Bitel also acts as an insurance agent handling a disability policy transfer for a retiring colleague. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.

Matthew Trujillo is a CFP® with 16 years of experience in financial advising. He has been with Center for Financial Planning Inc since 2013, serving as a lead financial planner and partner. His prior experience includes roles at Raymond James Financial Services, ON Investment Management Co, and Mass Mutual Investors Services. Outside of his advisory work, Matthew 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, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification, managing approximately $1.97 billion in assets with a team of 17 advisors.