Timothy Robertson, RFC, CRC®

Financial Advisor

Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s lives. After half decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.

“With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,” Robertson says. “That’s incredibly special.”

As an advisor with both his Series 7 and Series 66 securities licenses, Robertson is qualified to act as a wealth and asset manager, with fiduciary responsibility over his client’s funds. He also carries licenses to advise clients on life/health insurance, annuities, and long-term care. He has also achieved the National Social Security Advisor certificate from the National Social Security Association LLC based in Cincinnati, Ohio.

“We offer clients the security of working with one person and one team,” he says. “With all parties under one roof, we can ensure that our clients are getting the best care. Our full range of financial services includes estate planning so that clients no longer have to face the uncertainty, expense, and inconvenience of dealing with an outside estate planning attorney.”

Providing a complete spectrum of retirement and estate planning services appeals to both long-standing clients and to new clients, many of whom favor using technology to manage their financial solutions, Robertson says.

“With our digital tools like eStatePlan ™ clients gain control over every phase of their estate plan,” he adds. “The average person changes their estate plan 2.5 times. Gone are the days when they have to pay thousands of dollars for every change. We provide a solution that is faster, more cost efficient and makes sure every phase is completed so clients experience peace of mind.”

Offering the flexibility of face-to-face as well as screen-to-screen consultations is key in today’s evolving social and financial environment, Robertson says.

A life-long Michiganian, Robertson played lacrosse on the University of Detroit team and is a football fan. He is an outdoor sportsman and an advocate for the preservation of our National Parks. He loves to travel and has a goal of visiting every continent.

“I believe in the Golden Rule and in equality for all people,” he says. “A lot of people are under the impression that estate planning is only for millionaires. But it’s actually for everyone who wants to control their own financial future, for themselves and for their loved ones.”

Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

Our Team of Strategic Partners

David Robertson, RFC, CFS, AIF ®, CRC ®

President / Registered Representative

David Robertson, RFC, CFS, AIF ® entered the financial services industry over 30 years ago after nine years in middle management with a Fortune 500 company.

David is a Registered Financial Consultant (RFC). This designation is awarded to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members. The International Association of Registered Financial Consultants is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing education.

He earned his CFS (Certified Fund Specialist) in 1997 from the Institute of Business and Finance in La Jolla, California. He attended the American College in Bryn Mawr, Pennsylvania for Estate Planning.

David is also an Accredited Investment Fiduciary Designee. Since October 2002, the Accredited Investment Fiduciary ® (AIF ®) designation has been the mark of commitment to a standard of investment fiduciary excellence. David earned the Accredited Investment Fiduciary ® professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.

David has taught Financial Education classes in 10 school districts in southeast Michigan and has instructed at the Financial Services Institute in Michigan. David is a member of The Financial Planning Association of Michigan and a former Vice-President of the Life Underwriters Association of Michigan.

David is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory Services and Financial Planning are offered through The Financial Center, LLC, a registered investment advisor.

Jill Jordan

Executive Assistant

Jill manages Tim and David’s calendar, books all of their appointments, workshops, and plans events throughout the year. Give her a call if you have a referral for Tim or David, or want to receive their videos or weekly newsletters.

Tina Troup

Registered Administrative Assistant

Tina is probably the first voice you hear on the line when you call into our office or the first to greet you when you walk through the door. She processes all the paperwork and documents for Tim and David. Call her if you need funds or have questions on your account.

Cathy Robertson

Office Manager

Cathy is responsible for all the behind the scenes operations as well as making sure you are timely with your RMDs as well as answering any questions regarding Long-term Care and Life Insurance needs.

Carter Wilcoxson

Founder and CEO of ePIC Services Company

For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.

His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.

To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.

Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.

Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Tim Robertson is one such Financial Professional.

Grep Crawford

CEO, TEP

Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.

Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.

A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.

Scott Johnson

Tax Mitigation Specialist

Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.

Greg Agnos

Tactical Tax and Estate Planning

Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.

He’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.

He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.

As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.

Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.

Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.