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We are your partner in every sense of the word. Your success is our success.

We are your partner in every sense of the word. Your success is our success.

In an industry where the barrier to entry is surprisingly low, we raise the bar.

Accreditations

12

Twelve advisors at the firm are CERTIFIED FINANCIAL PLANNER™ (CFP™) professionals.

5

Five members of our team hold Master’s Degrees.

5

Five team members hold the Chartered Financial Analyst® (CFA®) designation.

3

Three advisors are Certified Public Accountants (CPAs).

3

Three of our advisors hold the Chartered Market Technician® (CMT®) designation.

3

Three team members are
JDs.

1

One advisor holds the Accredited Estate Planner® (AEP®) designation.

1

One advisor holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation.

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A dedicated team focused on helping you get the most life out of your wealth

When you work with Blue Chip Partners, you aren’t just working with one person – you’re working with a whole team. Our financial expertise is the bedrock of our practice and your success. Our team members strive to be experts in their craft, exemplified by our numerous professional designations.
GP35424 min

Your Blue Chip Partners Team

Your Advisory Team

1

Robert Steinberg

 

Founder & CEO

JD, CPA, CFP®

2

Daniel Seder

 

Managing Partner

CMT, CFA, CFP®

3

D. Scott Foret

Partner

Senior Financial Advisor

IACCP®, CEBS, CFP®

4

Matthew Mondoux

Partner

Senior Financial Advisor

CMT, CFA, CFP®

Jonathan Johnson

Senior Financial Advisor

CPA, CFP®, CMT

9
6

Naoko McKelvey

Senior Financial Advisor

CFP®, AEP®

5

Timothy Reaume

Senior Financial Advisor

JD, LLM, CLU, ChFC

11

Gina DiGirolamo

Financial Advisor

CFP®

16

Adam Larkin

Financial Advisor

CFP®

12

Emily Prater

Financial Advisor

CPA, CFP®

8

Julia Shaw

Financial Advisor

CFP®

13

Deborah VanDam

Financial Advisor

CFP®

14

Cody VanderHagen

 

Financial Advisor

CFP®

7

Mitchell Kahl

 

Associate Financial

Advisor

10

Hayden Kibbey

 

Associate Financial

Advisor

15

Anthony Raimondo

Associate Financial

Advisor

CFA

Senior Management & Operational Support

33

Erin Goss

Chief Operating Officer CFA®, CAIA, CIMA®, CFS®

32

Eric Donofrio

Chief Compliance
Officer

17

Daniel Dusina

Chief Investment Officer

CFA®

19

Andrea Cloutier

Director of Portfolio Operations

18

Vince Parrack

Investment Analyst

31

Antone Lamerato

Operations Manager

35

Robbin Love

Operations Associate

30

Amy McLeod

Executive Assistant

34

Jenna Wos

Marketing Coordinator

Client Service

22

Danielle Titus

Client Service Manager

20

Yvonne Avery

Client Service Associate

24

Stephanie King

Client Service Associate

27

Jennifer Koperski

Client Service Associate

25

Shannon O’Brien-Watt

Client Service Associate

28

Hannah Ross

Client Service Associate

21

Vicki Tarnopol

Client Service Associate

26

Pamela Tassinari

Client Service Associate

23

Tina Troup

Client Service Associate

29

Georgia McGovern

Relationship Manager

Untitled design 9 1

Mallory Evatz

Office Concierge

Blue Chip Estate Planning

40

Kimberly Crank Browning

Partner, JD

1

Robert Steinberg

 

Partner, JD, CPA, CFP®

39

Caitlin Browning

 

Paralegal

Blue Chip Tax

37

Al Mudryk

Director of Tax

36

Linda Mudryk

Executive Assistant

Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.

Quick Links
Address

Blue Chip Partners, LLC
38505 Country Club Drive | Suite 150
Farmington Hills, MI 48331 U.S.A.

Phone Number

(248) 848-1111

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