Our mission at Blue Chip Partners is to help you get the most life out of your wealth. In order for us to fulfill our commitment to you, it is imperative that our team is of the highest quality. Finding individuals with strong credentials and the mindset for outstanding service is challenging in any environment.
In 2021’s extraordinarily competitive employment market, we interviewed over 50 individuals, gave over 20 assessment tests, and are extremely proud that all five job offers we extended were accepted.
Our goal is to have two advisors assigned to each client relationship. We feel that having two points of contact will lead to a more concierge level wealth management experience.
We are also focused on expanding our educational content and being recognized for our thought leadership in the investment community. Our recent additions should help us achieve both objectives and we would like to take a moment to introduce you to the newest members of the Blue Chip Partners team.
We are excited to introduce you to our new Chief Operating Officer, Erin Goss, CFA, CAIA, CIMA®, CFS®. Erin has been involved in the financial services industry for nearly twenty years and brings a wealth of operational leadership experience to the company. Prior to joining Blue Chip Partners, Erin held several key positions at Plante Moran Financial Advisors, including spending the last eleven years helping to build out the firm’s alternative investment capabilities. Learn more about Erin by reading our recent press release.
While not a new hire, our former COO, D. Scott Foret, CFP®, IACCP®, CEBS, has elected to transition to the role of Senior Financial Advisor. Scott has been with Blue Chip Partners for over five years and has played an integral role managing the firm’s daily operations, while also serving as our Chief Compliance Officer. Scott brings a wealth of experience to his new role and is very much looking forward to spending more time helping clients achieve their financial goals.
We are pleased to have Daniel Dusina, CFA join us as Director of Investments. Prior to joining Blue Chip Partners, Daniel spent six years at BlackRock as a member of their US Income & Value Investment team. At Blue Chip Partners, Daniel will chair the firm’s Investment Committee, play a lead role in expanding the firm’s investment offerings, and be a part of the team that communicates how the firm is positioning its portfolios to reflect market conditions.
We are delighted to have Timothy Reaume, JD, ChFC, CLU join the firm as a Senior Financial Advisor. Prior to merging his practice into Blue Chip Partners, Tim spent thirty years building a successful advisory firm. Tim started his career practicing law at Dickinson Wright. Tim earned his undergraduate degree from the University of North Carolina. He earned his law degree (JD) cum laude from University of Detroit School of Law, and a Masters of Law in taxation degree (LLM) from New York University.
We are excited to have Emily Prater, CPA join the firm as a Financial Associate. Prior to joining Blue Chip Partners, Emily worked for over four years in public accounting, including three years at Deloitte. Emily’s accounting experience was primarily focused on federal and state/local taxation. Emily earned a Bachelor of Arts degree in Accounting (with a minor in Spanish) and a Master of Science degree in Accounting (with a specialization in Information Systems) from Michigan State University.
We are pleased to welcome Atalie Stewart, CTFA®, as a Financial Associate. Prior to joining Blue Chip Partners, Atalie spent four years as a Senior Trust Advisor at Plante Moran. In her role, Atalie developed a detailed understanding of estate and tax planning, as well as the complexities of trust administration. Atalie is a Certified Trust and Fiduciary Advisor (CTFA). The certification requires knowledge of income taxes, investments, financial planning, trusts, and estates. Atalie graduated with honors from Oakland University where she obtained a B.S. in Finance.
We are excited to have Anthony Karroma join the firm as a Paraplanner. Prior to joining our team, Anthony worked for, and ultimately ran, Eagle Express, his family’s convenience store in Hartland, Michigan. During his time at Eagle Express, Anthony wore multiple hats, including overseeing finances, marketing and purchasing. Anthony graduated from Oakland University in May of 2020 with Department Honors, while obtaining his B.S. in Marketing and Finance.
Learn more about our highly credentialed team by visiting Our Team page.