FIRM OVERVIEW

Client Relations Manager

Dan has more than thirty years of experience providing financial services to individual and corporate clients.  Since joining MAP in 2001, Dan has built his business the old fashion way – one client at a time.

Dan’s investment industry career started in 1984 when he joined OLDE Discount Corporation.  While there he worked as a financial advisor and managed various client servicing, sales and investment departments.  Dan ultimately was appointed to OLDE’s Management Committee and Board of Directors.  Following the sale of OLDE to H&R Block in 1999, he served as a board member and directed training for H&R Block Financial Advisors.

Dan earned a Bachelor’s in Economics and Management from Albion College and is a Registered Investment Advisor Representative

Chief Compliance Officer & Senior Financial Advisor

Tom has 35 years of financial industry experience and launched MAP’s Chicago-area client servicing and business development team in 2006.  With a rich background as a licensed attorney (inactive status) and investment advisor, clients rely on Tom to guide them in financial decision-making to meet their long-term goals.

Before joining MAP, Tom was the Chief Operating Officer and Investment Committee Chair at H&R Block Financial Advisors. Previously, he was General Counsel of OLDE Financial Corporation and a Management Committee member, and he worked in private practice providing legal, compliance, regulatory and business advice to brokerage firms, investment advisers and investment companies.  Tom began his career at the U.S. Securities and Exchange Commission, and as Special Counsel – Enforcement, he investigated and prosecuted violations of the federal securities laws.

Tom earned a B.S. in Finance with honors from the University of Illinois, an MBA in Finance with distinction from DePaul University and a J.D. with high honors from Illinois Institute of Technology Chicago-Kent College of Law.   Tom is a licensed attorney and a Registered Investment Advisor Representative.

Investment Advisor Representative

Steve works with MAP’s private and institutional clients.  With his warm demeanor and hard-work ethic, clients rely on him for account servicing needs.

Prior to joining MAP, Steve spent 25 years in various management roles within the manufacturing industry with responsibilities for locations, products, staff and clients throughout North America.  His dedication, attention to details, and commitment to the customer practiced while in manufacturing are all qualities that continue to serve him well in his current role at MAP.

Steve holds a Bachelor’s degree in Business from Michigan State University and is a Registered Investment Adviser Representative.

Director of Institutional Sales

Michael works with institutional prospective clients in creating MAP investment solutions that meet their current and future needs.

Michael has spent time on the floor of the Chicago Mercantile Exchange and the Chicago Stock Exchange for an NYSE co-specialist firm. Michael’s background also includes derivatives trading for a proprietary trading firm as well as a family office, along with consulting for hedge funds and high net worth clients.

Michael holds a BA in Finance with a concentration in Economics from Walsh College and is a Registered Investment Advisor Representative.

Institutional Sales Advisor

Sam helps facilitate and develop relationships with prospective institutional clients.  Sam has experience working in the medical field and in teaching.

Sam holds a Bachelor’s of Science in Movement Science from the University of Michigan in addition to a minor in Creative Writing.  He is a Registered Investment Adviser Representative.

Regional Sales Manager - Western U.S.

Dennis works to build and service MAP’s institutional and private clients in the Western Region of the U.S.

With over 20 years of experience in the Financial Service Industry, Dennis has worked as the Chief Operating Officer at ICON Advisers, Vice President of Sales at Astor Investment Management and National Sales Manager at Wakefield Asset Management.

Dennis earned his Bachelor’s in Communication from Stanford University. He holds his Series 7 and 65 licenses and is a Registered Investment Advisor Representative.

Institutional Sales Advisor

As a member of MAP’s institutional sales team, Chad focuses on providing excellent client service, developing new client relationships and helping his advisor clients achieve their investment goals.

With over 13 years of experience trading futures, Chads passion, hard work, and commitment to client satisfaction are what drives him to succeed. These are the traits that earned him a full athletic football scholarship as a walk-on at Michigan State University.

Chad earned his Bachelor’s degree in Finance from Michigan State University and is a Registered Investment Advisor Representative.

Senior Financial Advisor

Bob joined MAP in 2006 and services clients from around the nation bringing with him 25 years of experience in the financial services industry.

His career began in 1992 with H&R Block Financial Advisors (formerly OLDE Discount Corporation) where he learned the nuts and bolts of the securities industry and went on to becoming a Financial Advisor.  He ultimately became a Regional Manager leading a sales force of more than 100 advisors in California, Oregon and Washington.

Robert holds a Bachelor’s with a Finance specialization and a minor in Political Science from Marquette University.  He is a Registered Investment Advisor Representative.

Investment Advisor Representative

Stephen joined MAP in 2018 and brings both a passion for investing, and a dedication to servicing clients. In addition to working closely with clients, Stephen assists the back-office team with day-to-day operations. 

Stephen graduated Cum Laude from Oakland University with a Bachelor’s in Finance, a Minor in Business Analytics, and a Specialization in Wealth Management. He was involved on campus as a member of the Business Honors Program, Economics Students Association, Financial Management Association, and as President of the Society for Applied Investing and Financial Education. He is a Registered Investment Advisor Representative.

Director of Operations

Brian is responsible for ensuring the Operations Department is performing efficiently and effectively.

Prior to joining MAP Brian spent over 20 years in the investment industry with firms including Schechter Wealth, Telemus Capital, LLC, and H&R Block Financial Advisors (formerly OLDE Discount Corporation).  He has experience in management, brokerage operations, portfolio accounting and finance.

Brian earned a Bachelor’s in Business Administration from the University of Michigan.

Client Relations Specialist & Office Manager

Sue is responsible for supporting the client servicing team, office administration, Human Resources and is a key part of ensuring the continuance of MAP’s client servicing culture of excellence.

Before joining MAP in May 2005, Sue worked for 18 years at H&R Block Financial Advisors (formally OLDE Discount Corporation) in various roles including Registered Representative, UIT Trader, Accounting/Tax client servicing team member and Purchasing Manager while holding Series 7 and 63 licenses.

She also worked for a Forbes 400 family with roles in their privately held businesses. She worked on their behalf in matters pertaining to personal affairs and finances including travel, staff coordination and numerous concierge services.

Sue earned an MBA from Wayne State University and a Bachelor’s in Business Administration from Central Michigan University.

Portfolio Administrator

Julie works closely with both the operations and investment teams to provide support for a broad array of portfolio management needs.  Her responsibilities include investment allocation as well as processing equity and fixed income trades.

Prior to joining MAP, Julie spent over 13 years with H&R Block Financial  Advisors and OLDE Discount Corporation.   She served as senior sales trader and manager of the Securities Lending Department, before taking on the role of Assistant Treasurer.   She held her Series 7, 63 and 27 licenses.

Julie earned a Bachelor’s degree in Finance from Michigan State University, and is a Registered Investment Advisor Representative.

System Administrator

Jim has been part of MAP since early 2007.  With multiple responsibilities, his hands-on experience and strong technical aptitude help ensure the overall accuracy, efficiency and effectiveness of the firm’s operations.

Prior to MAP, Jim worked for a Tier 1 supplier in the automotive industry. His 23 years in the automotive field included working in the areas of maintenance management, program management, and manufacturing engineering at various facilitates throughout North America.

Jim has an Associate’s degree in Electrical Engineering along with various other automotive certificates.

Compliance Officer

Jeff supports MAP's Compliance functions, helping the firm fulfill its various and important compliance and regulatory responsibilities.

Prior to joining MAP, Jeff received his Bachelor's degree in Economics from Michigan State University. Following his graduation, Jeff returned to his alma mater and received his J.D. from Michigan State University College of Law. Jeff holds series 7 and 66 securities licenses.