Our Client-first Culture

Schechter 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, private capital and 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

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

    1939

  2. Robert Schechter

    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. building icon

    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. lightbulb head icon

    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. leafy tree icon

    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. leafy tree icon

    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. building icon

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

    2004

  10. Schechter Investment Advisors logo

    Investment Advisory Expands to add RIA. Schechter Investment advisors is formed.  Bernie Kent, JD, CPA, PFS, and John Stein, 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. Schechter Private Cpaital Logo

    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.

Prasad Mohan

Investment Advisor

Marc R. Schechter

Senior Managing Director & Principal

Jason R. Zimmerman, MBA

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

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Brian D. Young, JD, CLTC

Wealth Advisor

Scott Diamond

Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela, CFA

Director of Financial Planning

Andrew Dean

Associate Director

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards, MBA

Investment Analyst

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Cheryl Bastian

Director of Client Service

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

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Cyndy Hernandez

Senior Underwriting Case Manager

Jamila V. Harris

Underwriting Assistant

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Content Marketing Specialist

Melis Mandal

Marketing Assistant

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Accounting Specialist

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Michael Portelli

Accounting Specialist

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Tina Truax

Executive Assistant

Lameese Porada

Front Desk Receptionist

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Paul M. Snider

President, Schechter Benefits Advisors

Brandon Tutak

Investment Analyst

Deborah A. McNeil

Client Service Advisor

Dyana Prudhomme

Client Service Advisor // Schechter Investment Advisors

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

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Let's Start Making Plans.

248.731.9500

251 Pierce St.
Birmingham, MI 48009