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Partner Profiles
Education & Licenses &
Designations:
- Bachelor of Business Administration,
University of Detroit, 1965
- St. John's Military Academy,
Delafield, Wisconsin, 1957
- Enrolled Agent - Enrolled to Practice before the
Internal Revenue Service -
- Accredited Tax Advisor -
Accreditation Council for Accountancy & Taxation Inc.
- Registered Representative - Sigma
Financial Corporation
- Registered Financial Consultant -
International Association of Registered Financial Consultants.
- Licensed Insurance Agent, Life,
Accident, Health & Variable contracts.
- Licensed Real Estate Agent
- Notary Public- Oakland County
Michigan
Work History:
- Wink Accounting Services, Inc./Wink Inc./Wink Tax Services - 1977 -
present
- Comptroller and Treasurer -
Industrial Components, Inc. 1967 - 1977.
- Assistant Controller - Blue Cross
Blue Shield 1965 - 1967
- Plant Accountant- Argonaut Realty
Division General Motors Corp.1959-1965.
- US Army 1957 - 1958
Memberships:
- Member of: Financial Planning
Association
- National Association of Enrolled
Agents
- National Society of Public
Accountants
- Independent Accountants Association
of Michigan
- International Association of
Registered Financial Consultants
- International Society of Delta Sigma
PI
- Nomads Travel Club
Date of Birth: December 23, 1938
Education & Licenses &
Designations:
- Doctoral Candidate, University of Bradford, September
2003 - Present
- Master of Business Administration,
Wayne State University, 1990
- Bachelor of Business Administration,
Western Michigan University, 1986
- Wylie E. Grove High School,
Birmingham, Michigan 1982
- Enrolled Agent - Enrolled &
Licensed to Practice before the
Internal Revenue Service - U.S. Treasury Department.
- Accredited Tax Advisor (ATA) -
Accreditation Council for Accountancy & Taxation Inc.
- Accredited Tax Preparer (ATP) -
Accreditation Council for Accountancy & Taxation Inc.
- Certified Divorce Financial Analyst - CDFA - Institute
of Certified Divorce Planners Inc. / Institute for Divorce Financial Analysts
- Certified Financial Divorce Practitioner
(CFDP) -
Academy of Financial Divorce Practitioners
- Licensed Insurance Agent, Life,
Accident, Health & Variable contracts.
- Registered General Securities
Principal - Sigma Financial Corporation.
- Registered General Securities
Representative - Sigma Financial Corporation
- Registered Financial Consultant -
International Association of Registered Financial Consultants.
- Notary Public - Macomb County
Michigan
Work History:
- Wink Accounting Services, Inc./Wink Inc./Wink Tax Services - 1986 -
present
- R & D Financial Services Inc. 1986 - present
- Horizon Financial Planning Corp. 1986 - present
- Crisis Counselor - Volunteer, Common Ground
Sanctuary, Oakland County Michigan - 2002 - present
- Holiday Trees Inc. - 1979 - 1983.
Memberships:
- Financial Planning Association
- National Society of Public Accountants
- National Association of Tax
Professionals
- International Association of
Registered Financial Consultants
- Academy of Financial Divorce
Practitioners
- Institute for Divorce Financial Analysts
Date of Birth July 1, 1964
Education & Licenses &
Designations:
- Bachelor of Business Administration,
Detroit College of Business, Dearborn, Michigan 1986
- Enrolled Agent - Enrolled &
Licensed to Practice before the
Internal Revenue Service- U.S. Treasury Department.
- Accredited Tax Advisor -
Accreditation Council for Accountancy & Taxation Inc.
- Notary Public- Oakland County
Michigan
Work History:
- A. M. Delisle, PC, Hazel Park
Michigan - 1980 - present
- Accurate Systems Inc., Pontiac
Michigan - 1985 - 1989
- Detroit Cellular Telephone Co.,
Farmington Hills Michigan - 1984 - 1985
- Morgan & Associates, P.C.,
Southfield Michigan - 1980 - 1984
- Everfresh Juice Co., Warren
Michigan - 1978 - 1980
- Monast, Goldstein, Fellows &
Levitt, P.C. - 1977 - 1978
- Follmer, Rudzewicz & Company,
P.C. - 1976 - 1977
Memberships:
- Independent Accountants
Association
- National Society of Public
Accountants
- Independent Accountants
Association of Michigan
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