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  1. Home
  2. About
  3. Our Team

Our Team

Our diverse and talented team represents a wide variety of experience, backgrounds, degrees and professional designations. We are committed to delivering trust, transparency and excellent service to each and every client. We recognize that our clients’ financial goals and priorities are diverse. We can help you implement a tailored investment approach to address your individual situation.

 

Executive Team

Kevin VanDyke

President / Founder

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Kurt Murphy

Chief Operating Officer

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Tim Giampetroni, CFA

Chief Investment Officer

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Elizabeth McGee, CWS®

Vice President

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Natalie Brent, CWS®

Vice President

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Wealth and Investment Advisors

Andrew Spearman, CWS®, AIF®

Wealth Advisor

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Fabrizio Giacona, CWS®, AIF®

Wealth Advisor

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Rob Pearl, CFP®

Wealth Advisor

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Alexis Zuccaro, CWS® , AIF® 

Wealth Advisor

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Jared Remesz, CWS®, AIF®

Wealth Advisor

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William Kessel

Wealth Advisor

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Kindra Byerly, CWS®, AIF®

Wealth Advisor

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Implementation and Support Team

Kolleen Schocke

Director of Marketing

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Kathryn Periard

Director of Human Resources

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Catherine Lacey

Associate Wealth Coordinator

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Morgan Golich

Associate Wealth Coordinator

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Nicholas Faller

Associate Wealth Coordinator

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Rose Acovski

Servicing Specialist

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Nicholas Sobczynski

Servicing Specialist

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Austin Suzak

Servicing Specialist

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Cameron Zisholz

Client Services Associate

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Tracy Buckley

Client Services Associate

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Keri Sutton

Executive Assistant

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Skylar Pontello

Client Experience Coordinator

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Sharle Jones

Receptionist

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Reagan Hall

Intern

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Michael Lau

Intern

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Team Mascot

Lilly

Team Mascot

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About

  • The Bloomfield Hills Financial Difference
  • Our Financial Concept
  • Our Team
  • Our Qualifications

Contact Us

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35980 Woodward Ave.
Suite 300
Bloomfield Hills, MI 48304

info@bhfinv.com

248-593-5323

 

Important COVID-19 NY EXECUTIVE ORDER

Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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