Our Client-first Culture

Schechter is a boutique, 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 sharing 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, 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.


  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 Knowledge Experts

Marc R. Schechter

Senior Managing Partner

Jason R. Zimmerman, MBA

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

Eric Donofrio

Chief Compliance Officer

Kevin Beauchamp

Vice President, Director of Strategic Partnerships

Prasad Mohan

Investment Advisor

Alex Martin, CIMA®

Wealth Advisor, Director of Independent Partner Development

Colin Steinberg

Investment Advisor

Jordan Smith, JD, LLM

Vice President, Advanced Design

Joseph Opiela, CFA

Director of Financial Planning

Andrew Dean, CAIA

Associate Director

Jake Elias, CFP®, MBA

Investment Analyst

Demetrius Edwards, MBA

Investment Analyst

Ian Fischer

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

Lindsey Charette-Merrell

Senior Client Service Advisor

Natalie Shannon, CFP®

Client Service Advisor // Schechter Investment Advisors

Taryn Anderson

Client Service Advisor // Schechter Investment Advisors

Lameese Porada

Client Service Advisor

Erica Crosby

Client Service Advisor // Schechter Investment Advisors

Jill Loewe

Client Service Advisor

Lisa McGee

Director of Underwriting

Therese Rasmussen

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

Marketing Manager

Melis Mandal

Marketing Assistant

Christine Belcher

Executive Assistant

Motaz Alnakhalah

Senior Accounting and Business Intelligence Analyst

Dani Rose Piper

Licensing and Contracting, CRM Operation Administration

Cindy Gresham

Executive Assistant / Assistant Manager

Michelle Anstett

Executive Assistant

Tina Truax

Executive Assistant

Ricki Robertson


Kathy Kirksey

Investment Services Assistant // Schechter Investment Advisors

Tammy Leichtnam

Accounting Assistant

Paul M. Snider

President, Schechter Benefits Advisors

Chris Cornelius


Todd Hoag

Underwriting Case Manager

Erin Burgess


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Let's Start Making Plans.


251 Pierce St.
Birmingham, MI 48009