Our Client-First Culture

Schechter is a third-generation wealth advisory and financial services firm. For 80 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 80 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.


  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.


  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.


  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!


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


  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.


  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.


  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.


  9. building icon

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


  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, joined 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.


  11. Schechter Private Cpaital Logo

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


  12. From 1939 to 2019, the multi-generational firm built on continuity, celebrates 80 years in business.


Meet Our Knowledgeable Experts

Marc R. Schechter

Senior Managing Partner

Aaron Hodari, CFP®, CIMA®

Managing Director

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

Alfredo Risi, MBA

Chief Operating Officer / Integrator

Eric Donofrio

Chief Compliance Officer

Jason R. Zimmerman, MBA

Senior Advisor

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Joseph Opiela, CFA

Wealth Advisor | Vice President of Strategic Partnerships

Prasad Mohan

Investment Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Colin Steinberg

Investment Advisor

Anthony Chisolm

Investment Advisor

Jeff Vieder

Wealth Advisor

Jordan Smith, JD, LLM

Vice President, Advanced Design

Max Hunt

Vice President, Investments

Kevin Giganti

Senior Insurance Analyst

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards, MBA

Investment Analyst

Mara G. Shiffman

Wealth Associate

Shannon Johnson

Insurance Data Analyst

Cheryl Bastian

Director of Client Service

Rena Ban

Investments Operations Manager // Schechter Investment Advisors

Sandra Scarcella

Client Service Advisor // Schechter Investment Advisors

Danielle Wimberley

Client Service Advisor // Schechter Investment Advisors

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Jill Loewe

Client Service Advisor

Lisa Sroczynski

Client Service Advisor

Mary Goleniak

Jr. Client Service Advisor // Schechter Investment Advisors

Lisa McGee

Director of Underwriting

Therese Rasmussen

Senior Underwriting Case Manager

Todd Hoag

Underwriting Case Manager

Brekelle DiTomaso

Underwriting Case Manager

Nancy Hoag

Vice President of Marketing

Jodi Galperin, PHR

Director of HR and Administration

Kelli VanSickle

Director of Accounting

Jon Corrigan

Marketing Manager

Mark Swick

Manager of Investment Technology

Christine Belcher

Executive Administrative Assistant & I.T. Liaison

Michelle Anstett

Executive Assistant - Investor Relations

Melis Mandal

Multimedia Designer

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Technical Project Manager

Teresa Harder

I.T. Liaison | Executive Assistant

Wade Hoag

Investment Data Specialist

Cindy Gresham

Executive Assistant / Assistant Manager

Erik Anderson

Accounting Specialist

Tina Truax

Executive Assistant

Sara Rose

Investment Document Processing Specialist

Torrey Myrick

Courier | Office Assistant

Tammy Leichtnam

Accounting Assistant

Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Paul M. Snider

President, Schechter Benefits Advisors

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Let's Start Making Plans.


251 Pierce St.
Birmingham, MI 48009