Dan has more than thirty years of experience providing financial services to individual and corporate clients. Since joining MAP in 2001, Dan has built his business the old fashion way – one client at a time.
Dan’s investment industry career started in 1984 when he joined OLDE Discount Corporation. While there he worked as a financial advisor and managed various client servicing, sales and investment departments. Dan ultimately was appointed to OLDE’s Management Committee and Board of Directors. Following the sale of OLDE to H&R Block in 1999, he served as a board member and directed training for H&R Block Financial Advisors.
Dan earned a Bachelor’s in Economics and Management from Albion College and is a Registered Investment Advisor Representative.
“Never underestimate the power of a woman.”
-Inspired by Dan’s Wife, Mother and Mother-in-law
Tom has 35 years of financial industry experience and launched MAP’s Chicago-area client servicing and business development team in 2006. With a rich background as a practicing attorney and investment advisor, clients rely on Tom to guide them in financial decision-making to meet their long-term goals.
Before joining MAP, Tom was the Chief Operating Officer and Investment Committee Chair at H&R Block Financial Advisors. Previously, he was General Counsel of OLDE Financial Corporation and a Management Committee member, and he worked in private practice providing legal, compliance, regulatory and business advice to brokerage firms, investment advisers and investment companies. Tom began his career at the U.S. Securities and Exchange Commission, and as Special Counsel – Enforcement, he investigated and prosecuted violations of the federal securities laws.
Tom earned a B.S. in Finance with honors from the University of Illinois, an MBA in Finance with distinction from DePaul University and a J.D. with high honors from Illinois Institute of Technology Chicago-Kent College of Law. Tom is a licensed attorney and a Registered Investment Advisor Representative.
“Strive not to be a success, but rather to be of value.”
Steve works with MAP’s private and institutional clients. With his warm demeanor and hard-work ethic, clients rely on him for account servicing needs.
Prior to joining MAP, Steve spent 25 years in various management roles within the manufacturing industry with responsibilities for locations, products, staff and clients throughout North America. His dedication, attention to details, and commitment to the customer practiced while in manufacturing are all qualities that continue to serve him well in his current role at MAP.
Steve holds a Bachelor’s degree in Business from Michigan State University and is a Registered Investment Adviser Representative.
“You don’t get what you wish for, you get what you work for.”
Michael works with institutional prospective clients in creating MAP investment solutions that meet their current and future needs.
Michael has spent time on the floor of the Chicago Mercantile Exchange and the Chicago Stock Exchange for an NYSE co-specialist firm. Michael’s background also includes derivatives trading for a proprietary trading firm as well as a family office, along with consulting for hedge funds and high net worth clients.
Michael holds a BA in Finance with a concentration in Economics from Walsh College and is a Registered Investment Advisor Representative.
” Knowing is not enough; we must apply. Willing is not enough; we must do.”
-Johann Wolfgang von Goethe
“Talent wins games, but teamwork and intelligence wins championships.”
Sam helps facilitate and develop relationships with prospective institutional clients. Sam has experience working in the medical field and in teaching.
Sam holds a Bachelor’s of Science in Movement Science from the University of Michigan in addition to a minor in Creative Writing. He is a Registered Investment Adviser Representative.
” The cave you fear to enter holds the Treasure you seek.”
Terry brings over 20 years of investment industry experience with firms including, Astor Investment Management, A.G. Edwards, and Olde Financial Corporation.
Terry earned a Bachelor’s in Finance from the University of Iowa. He holds his Series 7, 24, 63 and 65 licenses and is a Registered Investment Advisor Representative.
“Predicting rain doesn’t count, building arks does.”
Dennis works to build and service MAP’s institutional and private clients in the Western Region of the U.S.
With over 20 years of experience in the Financial Service Industry, Dennis has worked as the Chief Operating Officer at ICON Advisers, Vice President of Sales at Astor Investment Management and National Sales Manager at Wakefield Asset Management.
Dennis earned his Bachelor’s in Communication from Stanford University. He holds his Series 7 and 65 licenses and is a Registered Investment Advisor Representative.
“Minds are like parachutes they work best when open.”
-Lord Thomas Dewar
As a member of MAP’s institutional sales team, Chad focuses on providing excellent client service, developing new client relationships and helping his advisor clients achieve their investment goals.
With over 13 years of experience trading futures, Chads passion, hard work, and commitment to client satisfaction are what drives him to succeed. These are the traits that earned him a full athletic football scholarship as a walk-on at Michigan State University.
Chad earned his Bachelor’s degree in Finance from Michigan State University and is a Registered Investment Advisor Representative.
“It’s never where you start, it’s always where you finish.”
Sue is responsible for supporting the client servicing team, office administration, Human Resources and is a key part of ensuring the continuance of MAP’s client servicing culture of excellence.
Before joining MAP in May 2005, Sue worked for 18 years at H&R Block Financial Advisors (formally OLDE Discount Corporation) in various roles including Registered Representative, UIT Trader, Accounting/Tax client servicing team member and Purchasing Manager while holding Series 7 and 63 licenses.
She also worked for a Forbes 400 family with roles in their privately held businesses. She worked on their behalf in matters pertaining to personal affairs and finances including travel, staff coordination and numerous concierge services.
Sue earned an MBA from Wayne State University and a Bachelor’s in Business Administration from Central Michigan University.
“Don’t grow up, it’s a trap.”
“Some people walk in the rain, others just get wet.”
Russ works as a wholesaler to build MAP’s Financial Advisor client base throughout the Midwest.
Prior to joining MAP in 2013, Russ was a financial advisor to families and small businesses working to provide financial, estate, investment and insurance solutions. He has also previously worked as an investment wholesaler and financial advisor trainer.
Russ holds a Bachelor’s from Bob Jones University and a MA in Theology from Western Seminary in Portland, Oregon. He is a Registered Investment Advisor Representative.
“You’ve got to get up every morning with determination if you’re going to go to bed with satisfaction.”
-George Horace Lorimer
Bob joined MAP in 2006 and services clients from around the nation bringing with him 25 years of experience in the financial services industry.
His career began in 1992 with H&R Block Financial Advisors (formerly OLDE Discount Corporation) where he learned the nuts and bolts of the securities industry and went on to becoming a Financial Advisor. He ultimately became a Regional Manager leading a sales force of more than 100 advisors in California, Oregon and Washington.
Robert holds a Bachelor’s with a Finance specialization and a minor in Political Science from Marquette University. He is a Registered Investment Advisor Representative.
“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”