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| | Partner Profiles
Raymond has over 25 years experience
helping people plan their financial lives. A life long resident of Michigan,
married for over 36 years Raymond brings a diverse background with income taxes,
insurance, securities to helping people accumulate financial security and
wealth.
Education & Licenses &
Designations:
 | Bachelor of Business Administration,
University of Detroit, 1965 |
| St. John's Military Academy,
Delafield, Wisconsin, 1957 |
| Enrolled Agent - Enrolled to Practice before the
Internal Revenue Service - |
| Accredited Tax Advisor -
Accreditation Council for Accountancy & Taxation Inc. |
| Registered Representative - Sigma
Financial Corporation |
| Uniform Securities Agent State Law
License |
| Uniform Investment Advisor Law
License |
| Registered Financial Consultant -
International Association of Registered Financial Consultants. |
| Licensed Insurance Agent, Life,
Accident, Health & Variable contracts. |
| Licensed Real Estate Agent |
| Notary Public |
Work History:
| Wink Accounting Services, Inc/Wink
Inc./Wink Tax Services - 1977 - present |
| R & D Financial Services Inc. -
1984 - present |
| Comptroller and Treasurer -
Industrial Components, Inc. 1967 - 1977. |
| Assistant Controller - Blue Cross
Blue Shield 1965 - 1967 |
| Plant Accountant- Argonaut Realty
Division General Motors Corp.1959-1965. |
| US Army 1957 - 1958 |
Memberships:
| Member of: National Association of Enrolled
Agents |
| National Society of Public
Accountants |
| Independent Accountants Association
of Michigan |
| International Association of
Registered Financial Consultants |
| International Society of Delta Sigma
PI |
| Nomads Travel Club |
Date of Birth: December 12, 1938
Derrick
has over 19 years experience helping people plan their financial lives. A life
long resident of Michigan, with three children,
Derrick brings a diverse background with income taxes,
insurance, securities and technology to helping people accumulate financial security and
wealth.
Education & Licenses &
Designations:
| Doctoral Candidate, University of Bradford, September
2003 - Present |
| Master of Business Administration,
Wayne State University, 1990 |
| Bachelor of Business Administration,
Western Michigan University, 1986 |
| Wylie E. Grove High School,
Birmingham, Michigan 1982 |
| Enrolled Agent - Enrolled to Practice before the
Internal Revenue Service, U.S. Treasury Department |
| Accredited Tax Advisor -
Accreditation Council for Accountancy & Taxation Inc. |
| Accredited Tax Preparer - Accreditation
Council for Accountancy & Taxation Inc. |
| Certified Divorce Financial Analyst - CDFA - Institute
of Certified Divorce Planners Inc. / Institute for Divorce Financial Analysts |
| Certified Divorce Specialist - CDS -
College for Divorce Planners |
| Licensed Insurance Agent, Life,
Accident, Health & Variable contracts. |
| Registered General Securities
Principal - Sigma Financial Corporation. |
| Registered General Securities
Representative - Sigma Financial Corporation. |
| Uniform Securities Agent State Law
License |
| Uniform Investment Advisor Law
License |
| Notary Public |
Work History:
| Wink Accounting Services Inc/ Wink
Inc./ Wink Tax Services - 1986 - Present |
| R & D Financial Services, Inc.
1986 - Present |
| Horizon Financial Planning Corp. -
1986 - Present |
| Crisis Counselor - Volunteer, Common Ground
Sanctuary, Oakland County Michigan - 2002 - present |
| Holiday Trees Inc. - 1979 - 1983 |
Memberships:
| Financial Planning Association |
| Financial Planning Association of
Michigan - Board Member 1997-2003 |
| National Society of Public
Accountants |
| National Association of Tax
Professionals |
| International Association of
Registered Financial Consultants |
| International Association of Divorce
Professionals |
| Institute for Divorce Financial Analysts |
Date of Birth: July 1, 1964
Edward has over 25 years experience
helping people plan their financial lives. A life long resident of Michigan,
married for over 20 years with two children, Edward brings a diverse background with,
insurance, securities and financial planning to helping people accumulate financial security and
wealth.
Education & Licenses &
Designations:
| Bachelor of Business Administration,
Studies toward. |
| Detroit College of Business;
Associates of Business Administration, Studies toward |
| Macomb Community College |
| Southlake High, St. Clair Shores,
Michigan. 1967 |
| Registered Representative - Sigma
Financial Corporation. |
| Uniform Securities Agent State Law
License |
| Licensed Insurance Agent, Life,
Accident, Health & Variable contracts. |
| Notary Public |
Date of Birth: May 20, 1949
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