Meet the team
Our nationally acclaimed team has some of the best credentials in town. In fact, if you’re looking for Fee Only CFPs we have the largest team in Washtenaw County working right here together for you.
(Source: CFP Board website, February, 2020)
Put our award-winning
team to work for you
See the listing and selection criteria of the publications on our disclosure page.



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Senior Advisors

Frank Moore, MS, CFP®
Founder & Chief Investment Officer
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Jack McCloskey, MS, CFP®
Chief Operating Officer
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Tammy Wakevainen, CPA
Senior Financial Planner
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Amy Haselhuhn, CPA
Senior Tax Advisor
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Michael Stros, CFP®
Senior Financial Planner
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Doug Watts, CFP®, ChFC
Senior Financial Planner
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