Education: Albion College, Bachelor of Arts in Economics
University of Detroit, JD and MBA
Chartered Financial Analyst Program, CFA Designation

Employment:

Diversified Portfolios, Inc., Investment Advisor, Partner
Advance Capital Management, Inc., Portfolio Manager
Roney & Co., Stockbroker
Plante & Moran CPA's, Tax Planning

Professional Associations/Affiliations:
CFA Society of Detroit
CFA Institute
State Bar of Colorado
State Bar of Michigan
Financial and Estate Planning Council of Metro Detroit

• Thomas C. Post, CFP®

Education: Cornell University, Bachelor of Arts in History
Certified Financial Planner, CFP Designation

Employment:

Diversified Portfolios, Inc., Investment Advisor, Partner
Independence Advisors, Inc., Investment Advisor, Partner
Robert B. Aikens & Associates, Real Estate Development
Sparkman & Stephens, Inc., Yacht Brokerage

Professional & Volunteer Associations/Affiliations:
Financial Planning Association of Michigan
Birmingham Rotary Endowment Fund Investment Comm.
Episcopal Diocese of Michigan Investment Committee
Christ Church Cranbrook Investment Committee

• Margaret M. Raymond

Education:
Marquette University, Bachelor of Science in Business Administration

Employment:
Diversified Portfolios, Inc., Director of Back-Office and Administration
AAA of Michigan, Budget & Financial Systems Analyst
Comerica Bank, Financial Analyst