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.

Andrew Victor

Vice President | Director of Planning Strategies

Andrew Auchincloss Victor has more than 24 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession and Insurance Planning. Victor supports advisors by presenting to their clients (and clients’ attorneys and accountants) complex and comprehensive solutions through succinct yet actionable guidance.

  • Harvard graduate
  • 24 years of experience in financial services
  • Consults on risk and tax mitigation strategies with a focus on lifetime income

Noell Holmberg

Director of Life Insurance

Noell’s experience as a medical surgery nurse, specializing in cardiology and neurology, gives her invaluable credibility when working with underwriters. Her persuasive advocacy results in insurers green-lighting client cases they may have otherwise denied. And her experience in handling jumbo life cases, whether $65 million or $450 million, adds even greater value to advisors and their high-net-worth clients.

Shauna Wekherlien

Tax Goddess

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.

Stacy Pearson

Universal Guardian Trust

Stacy brings an incredible background where she has legislated and advocates for individuals who have no voice. She has also spoken multiple times at the United Nations which brings a very unique perspective to our team approach. Stacy wears many hats at any given time and works directly with our Advisor Partners on training and mentoring them with amazing success to grow their business. Her personal style and professionalism stand apart from what most Advisors have experienced in this competitive industry.

Veronica Hill

Financial Planning & Tax Mitigation

In 1999 Veronica began her career in the financial sector on the securities side of the industry where she was Series 7 and Series 65 licensed. She moved to the life insurance side of the industry in 2005, working for a brokerage agency. Her journey on the life insurance side began in underwriting, assisting agents and their clients with obtaining the best possible offers by working hand in hand with the underwriters throughout the underwriting process.  She then moved to the marketing side of the business, where she has been assisting agents by helping them to determine what is best suited for their clients based on both financial and medical information on hand.

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.

Jennifer Surmacz

Chief Counsel

In her role, Jennifer uses her experience in Estate Planning, Probate, Contracts, and other legal disciplines to review each eStatePlan™ file and collaborate with the eStatePlan™ team to ensure compliance with the client’s goals, objectives, and wishes. She works with client’s to review finished documents for approving their efficacy, suitability, and accuracy.

Ciara Lister, Esq.

Network Attorney

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

Onboarding Specialist

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.