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1130 Tienken Court, Suite 106, Rochester Hills, MI 48306

888-321-7268
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

George Zobian

George Zobian

Financial Planner, Wealth Manager

With a professional career spanning over two decades, risk assessment is a key metric in today’s global investment world. As an advisor, I focus on providing active financial guidance to my clients – not just for the next quarter or fiscal year – but guidance for their current goals, golden years, legacy and future generations. In an overly-complicated investment world, it is my duty to identify opportunities, while continuously assessing risks and rewards in client portfolios. Through this approach, I have built and maintained lasting relationships with clients over the years, most of whom have become friends. A heart of a servant does not care about the dollar amount of one’s portfolio, instead it cares about helping every person achieve their best financial outcome.

Lubka Zobian

Lubka Zobian

Financial Paraplanner, Client Services Associate

A dedicated, client-focused administrative associate with over 12 years of experience in nurturing high-value client relationships. Proven track record in meticulous attention to detail and enhancing organizational efficiency. Lubka is the point of contact for all aspects of client servicing and records administration. She provides support to the advisor and is a great resource for any inquiries regarding activity within client accounts.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.