Our Client-first Culture

Schechter Wealth is a boutique, third-generation wealth advisory and financial services firm. For over 75 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

Rich in Family History and Legacy

Building a firm with an excellent reputation, running over 75 years, takes continual learning, focus, excellent service and the right solutions. Creating a lasting legacy – as Rudy Leitman and Robert Schechter have – requires being involved in your community and caring about your clients’ financial health, and their families. We pledge to continue to help our clients achieve their financial goals from generation-to-generation. The Schechter team strives to build relationships with clients that last.

  1. Rudy Leitman joins New York Life and is the #1 agent out of 7,000 in the country by 1959.

    1939

  2. Robert Schechter, CLU, ChFC, Rudy’s nephew joins New York Life and is one of the industry’s top professionals by age 35.

    1971

  3. Schechter Financial entity is formed. Rudy and Robert join forces to form their own independent firm. By leaving New York Life, they are able to focus more on their clients’ needs and provide individualized services.

    1975

  4. Rudy and Robert are seeing their firm succeed as they qualify for the Million Dollar Round table, and the firm goes on to qualify each year after for the next 34 years!

    1980

  5. The culture of learning expands and is cultivated. Robert joins Partners Financial which provides access and leverage with many insurance companies and sharing ideas with other professionals.

    1989

  6. Schechter is number one in the country out of 12,000 New York Life agents. Remarkably, Robert only placed one third of his business this year with New York Life.

    1996

  7. The 3rd Generation Joins the firm. Jason Zimmerman, MBA, CLU, CAP, Robert’s son-in-law joins the firm after spending three years as a life insurance advisor for New York Life in New York.

    1997

  8. Marc Schechter, CLU, Robert’s son, joins the firm. Previously, Marc founded and led Star Trax Event Production and Pulse220, an experiential marketing agency.

    2002

  9. Schechter Wealth relocates to Birmingham, MI, after 25 years at the Town Center in Southfield, MI.

    2004

  10. Investment Advisory Expands to add RIA. Schechter Investment advisors is formed.  Bernie Kent (link to full bio), JD, CPA, PFS, and John Stein (link to full bio), MBA, CFA, join the firm as Senior Advisors. Previously they had managed the Midwest region of PricewaterhouseCoopers' Personal Financial Services Group. They bring to Schechter a combined $500,000,000 in investment assets.

    2014

  11. Searching for new alternatives to grow wealth. Schechter Private Capital is formed to provide unique investment opportunities for clients.

    2016

Meet Our Knowledge Experts

Schechter Wealth is a boutique, third-generation wealth advisory and financial services firm. For over 75 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

Marc R. Schechter

Senior Managing Director & Principal

Jason R. Zimmerman* MBA, CLU, CAP

Senior Managing Director & Principal

Bernie Kent, JD, CPA, PFS

Chairman, Schechter Investment Advisors // Senior Advisor

John Stein, MBA, CFA

Chief Executive Officer, Senior Advisor // Schechter Investment Advisors

Ilana K. Liss

Managing Director

Aaron Hodari, CFP®, CIMA®

Managing Director

Brian D. Young, JD, CLTC

Wealth Advisor

Deric Righter

Advisor

Megan Sandler

Director, Business Development

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Stefan Thielen, MSF

Director, Business Development

Scott Diamond

Advisor

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joe Opiela

Solution Design Team Lead

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards

Investment Analyst

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Cindy Irimescu

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Client Service Advisor

Cheryl Bastian

Client Service Manager

Cyndy Hernandez

Senior Underwriting Case Manager

Lisa McGee

Underwriting Case Manager

Therese Rasmussen

Senior Underwriting Case Manager

Jeanne Denomme

Underwriting Assistant

Brekelle DiTomaso

Underwriting Case Management Analyst

Robert Blum

Underwriting Case Manager

Michael Lee

Chief Operating Officer

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Content Marketing Specialist

Christine Belcher

Executive Assistant

Melis Mandal

Marketing Assistant

Amber Moore

Receptionist

Motaz Alnakhalah

Accounting Specialist

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Paul M. Snider

President, Schechter Benefits Advisors

Brandon Tutak

Investment Analyst

Jessica Payne

Client Service Advisor

Nicole Bruck

Executive Assistant

View More

Let's Start Making Plans.

248.731.9500

251 Pierce St.
Birmingham, MI 48009