Souhfield, MI Office

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.

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.

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.

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.

Logan Dimitrie is a CFP®-certified financial advisor with one year of industry experience, currently practicing at Center for Financial Planning Inc. He has held roles at Raymond James Financial Services, Inc. and Raymond James and Associates, and has previous experience at Walsh College and American House. Center for Financial Planning, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing financial planning and investment management services. The firm’s approach focuses on strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 18 advisors.

Andrew O'laughlin is a CFP® with 11 years of industry experience. He is currently affiliated with Center for Financial Planning Inc in Southfield, MI, and has previously worked at Raymond James Financial Services, Financial Focus, and LPL Financial. At Center for Financial Planning, he serves as Director of Client Services. 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.

Lisa Stella is a Certified Financial Planner® with 39 years of industry experience. She is currently with Center for Financial Planning Inc and has worked at Raymond James and Merrill. Center for Financial Planning, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on strategic asset allocation and diversification across various investment vehicles.