MAP’s associates are its greatest asset.  We enter into every client relationship with the intention of serving for the long-term and are steadfast in our belief that earning a client’s trust requires a stellar, personal and consistent approach to servicing and investing.  As evidenced by our portfolio management team that has worked together for over 20 years, we hire for the long-run and attract exceptionally bright and motivated professionals who share a passion for the markets, along with a strong desire and commitment to excellence.



Brian is responsible for ensuring the Operations Department is performing efficiently and effectively.

Prior to joining MAP Brian spent over 20 years in the investment industry with firms including Schechter Wealth, Telemus Capital, LLC, and H&R Block Financial Advisors (formerly OLDE Discount Corporation).  He has experience in management, brokerage operations, portfolio accounting and finance.

Brian earned a Bachelor’s in Business Administration from the University of Michigan.

A favorite quote:

“It is amazing what you can accomplish if you do not care who gets the credit.”

-Harry Truman

Personal Interests:

Brian enjoys spending his free time with his wife and son.  He is also an avid reader and enjoys exercising and sports.

Contact Brian
(248) 601-6677



Julie works closely with both the operations and investment teams to provide support for a broad array of portfolio management needs.  Her responsibilities include investment allocation as well as processing equity and fixed income trades.

Prior to joining MAP, Julie spent over 13 years with H&R Block Financial  Advisors and OLDE Discount Corporation.   She served as senior sales trader and manager of the Securities Lending Department, before taking on the role of Assistant Treasurer.   She held her Series 7, 63 and 27 licenses.

Julie earned a Bachelor’s degree in Finance from Michigan State University.

A favorite quote:

“It’s not what you look at that matters.  It’s what you see.”

-Henry David Thoreau

Personal Interests:

Julie is an avid equestrian and enjoys competing and spending time in the saddle.   She also loves to ski, read and spend time with her son.

Contact Julie
(248) 601-6677



Jim has been part of MAP since early 2007.  With multiple responsibilities, his hands-on experience and strong technical aptitude help ensure the overall accuracy, efficiency and effectiveness of the firm’s operations.

Prior to MAP, Jim worked for a Tier 1 supplier in the automotive industry.  His 23 years in the automotive field included working in the areas of maintenance management, program management, and manufacturing engineering at various facilitates throughout North America.

Jim has an Associate’s degree in Electrical Engineering along with various other automotive certificates.

A favorite quote:
“Today is the day”
-Mel Fisher

Personal Interests:
Jim is actively involved with the Muscular Dystrophy Association and enjoys metal detecting and family time with his wife and son.

Contact Jim
(248) 601-6677



Jayne has several responsibilities which include custodian downloads, daily reconciliations and helping to ensure compliance with regulatory requirements and the firm’s policies, procedures and code of ethics.

Prior to joining MAP, Jayne spent 24 years with H&R Block and OLDE Discount Corporation. Her roles included Director of Operations and Purchase and Sales Manager. Her achievements include the development and implementation of the Managed Accounts and Cost Basis Departments. She also served as a member of the Credit, New Advisor Onboarding, Statement and Audit Committees.

A favorite quote:
“We don’t stop playing because we grow old, we grow old because we stop playing.”
-George Bernard Shaw

Personal Interests:
During the summer months, Jayne enjoys golf, gardening, motorcycling and water activities and in the winter, she spends time on home improvements, building cat furniture and watching the Detroit Red Wings.

Contact Jayne
(248) 601-6677



Cathy works on MAP’s operations team to ensure accurate and timely new account processing and acts as the security master.

She has worked in financial services operations for over 25 years.  Prior to joining MAP, Cathy worked for OLDE Discount Corporation in the margins, trade settlement, ACATS and institutional departments and ultimately became an Assistant Vice President of operations.  She held her Series 24, 7 and 63 licenses.

A favorite quote:
“Here is the world.  Beautiful and terrible things will happen.  Don’t be afraid.”
-Frederick Buechner

Personal Interests:
Cathy supports numerous animal causes and charities which include volunteering for Leader Dogs for the Blind in Rochester, MI.

Contact Cathy
(248) 601-6677



Madison is responsible for a variety of office clerical tasks to help ensure our firm’s smooth and efficient daily operations.

Madison is currently pursuing her Bachelor’s of Science with a double major in Psychology and Business Administration, with a concentration in Marketing, at Central Michigan University.   She graduated from L’Anse Creuse North High School with highest honors, Magna Cum Laude.

A favorite quote:
“Success is the ability to go from one failure to another with no loss of enthusiasm.”
-Winston Churchill

Personal Interests:
Madison enjoys reading, attending Detroit Tiger’s games, spending time with her family and friends, and she loves to spend time at her grandparent’s cottage during the summer.

Contact Madison
(248) 601-6677