Advisors at this firm
Hayden K
Series 63, Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Hayden Kibbey is a financial advisor at Blue Chip Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Piper Sandler & Co. from 2022 to 2024. Prior to his professional career, he was a full-time student for nearly two decades. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm uses a tailored approach based on an in-depth discovery process and offers customized asset-allocation models alongside fundamental, technical, and cyclical analysis.
Daniel D
CFA®, Series 63
Farmington Hills, MI
Blue Chip Partners, LLC
Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.
Timothy R
ChFC®, Series 63
Farmington Hills, MI
Blue Chip Partners, LLC
Timothy Reaume is a financial advisor with Blue Chip Partners, LLC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He previously worked at LPL Financial LLC for 14 years before joining Blue Chip Partners in 2021. He is a licensed attorney in Michigan, though no longer practicing law. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored asset-allocation models and utilizes fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning services.
Matthew M
CFP®, CFA®
Farmington Hills, MI
Blue Chip Partners, LLC
Matthew Mondoux is a CFP® and CFA® with nine years of experience in the financial industry. He has been with Blue Chip Partners, LLC since 2016 and previously worked at Stout Risius Ross. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm focuses on tailored client relationships through customized asset allocation and offers tax and estate planning services via affiliated entities.
Naoko M
CFP®, Series 63, Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Naoko Mckelvey is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Blue Chip Partners, LLC since 2019. Prior to this, she worked at Lumin Financial, LLC for eight years. She holds Series 63 and Series 65 licenses and is also a non-variable licensed insurance agent. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and utilizes fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning service providers.
Mitchell K
Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.
Erin G
CFA®, Series 66
Farmington Hills, MI
Blue Chip Partners, LLC
Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.
Cody V
Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Cody Vanderhagen is a financial advisor at Blue Chip Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Blue Chip Partners since 2020. Prior to that, he held positions at CBRE and completed graduate studies at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate planning services through affiliated entities.
Emily P
CFP®, Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Emily Prater is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC since 2021. Her prior experience includes roles at Doeren Mayhew and Deloitte Tax LLP. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm utilizes tailored investment strategies based on an in-depth discovery process and offers integrated tax and estate planning services through affiliated providers.
Daniel S
CFP®, CFA®, Series 63
Farmington Hills, MI
Blue Chip Partners, LLC
Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships and implements customized asset allocation models using fundamental, technical, and cyclical analysis.
Deborah V
CFP®, Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.
Vincent P
Series 66
Farmington Hills, MI
Blue Chip Partners, LLC
Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.
Tina T
Series 66
Farmington Hills, MI
Blue Chip Partners, LLC
Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset-allocation models and offers integrated tax and estate planning services via affiliated entities.
Gina D
Series 63, Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Gina was also a full-time student for ten years prior to her advisory roles. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and employs fundamental, technical, and cyclical analysis, supported by a network of affiliated tax and estate planning service providers.
Andrea C
Series 65
Farmington Hills, MI
Blue Chip Partners, LLC
Andrea Cloutier is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Plante Moran from 2016 to 2023. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships through a detailed discovery process and custom asset-allocation models, utilizing fundamental, technical, and cyclical analysis.