Keith Moore is Chairman of the Board and a leading member of the Tax Department and a partner at UHY LLP. A licensed CPA (Michigan, and Kentucky), he develops and implements strategic plans to improve operating efficiencies, reduce taxes, increase profitability, and preserver assets.
Ted Lakkides, CFP®,CRC® is Founder and President of Cygnet Institute and Chairman of Financial Freedom House. Since 2004, he has served as Director on the board of the Michigan Council on Economic Education (MCEE). He has also taught personal finance at Eastern Michigan University and CFP® program at Walsh College.
Dr Remylin “Remy” Bruder, DNP, RN Dr. Remylin “Remy” Bruder, DNP, RN serves as the Provost at Rochester University and leads the development and implementation of academic programs and institutional policies. She chairs the Chief Academic Officer workgroup of the Michigan Independent Colleges and Universities and serves on the boards of the Rochester Regional Chamber of Commerce Foundation and the Michigan Health Council.
Brian Lakkides, CRC®, AIFA® is the President of Fiduciary Firewall Consulting, Inc. and is a member of the Steering Group of “The Committee for The Fiduciary Standard”; a national group of industry experts advocating for the authentic fiduciary standard. He is also a frequent speaker on fiduciary compliance and governance matters for 401(k) plans and has been published in the “Journal of Pension Benefits”.
Brian O’Connor is an award-winning personal finance columnist, founding managing editor of Bankrate.com and author whose nationally syndicated “FunnyMoney” column is a three-time National Society of Newspaper Columnists award winner.
Amisha S. Harijan has served in public libraries for thirty years and is currently a library director in Metro Detroit. Having worked with patrons of all ages as a librarian her foundational approach is to provide exposure and access to relevant resources to maximize new experiences that lead to increased opportunities.
Jeffrey A. Hoover is Chief Legal Officer and General Counsel for Alta Equipment Group, Inc. where he leads the company’s legal and risk management departments.
Charles “Chuck” Tiedeman is a retired General Motors employee with 40+ years involvement with the UAW in various capacities that ranged from skilled trades as a machine repairman, to responsibility for the UAW-GM Employee Assistance Program in Pontiac, Michigan. His final contribution before retiring was to serve as President of the UAW Local 653 in Pontiac.
Marc Ladson, a Certified Leadership Consultant, is CEO of Ladson Global Consulting Group. He specializes in executive coaching, organizational consulting, and process improvement. He holds advanced credentials including a Master’s in Strategic Organizational Leadership, and John Maxwell Team Leadership Certification. For his accomplishments and contributions during 26 years in leadership assignments for the US Army around the world, Marc earned the Legion of Merit Award and Bronze Star Medal for combat.
Help Expand Financial Literacy
We're a non-profit with a mission dedicated to helping to teach people how to make good financial decisions. Your donation will help us expand our FREE financial literacy education programs to more public libraries in Michigan.
I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.
It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.
I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
So detailed and many faceted! The connectivity factor is critical, everything must work together.
The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.
Board of Directors
Keith Moore is Chairman of the Board and a leading member of the Tax Department and a partner at UHY LLP. A licensed CPA (Michigan, and Kentucky), he develops and implements strategic plans to improve operating efficiencies, reduce taxes, increase profitability, and preserver assets.
Ted Lakkides, CFP®,CRC® is Founder and President of Cygnet Institute and Chairman of Financial Freedom House. Since 2004, he has served as Director on the board of the Michigan Council on Economic Education (MCEE). He has also taught personal finance at Eastern Michigan University and CFP® program at Walsh College.
Dr Remylin “Remy” Bruder, DNP, RN Dr. Remylin “Remy” Bruder, DNP, RN serves as the Provost at Rochester University and leads the development and implementation of academic programs and institutional policies. She chairs the Chief Academic Officer workgroup of the Michigan Independent Colleges and Universities and serves on the boards of the Rochester Regional Chamber of Commerce Foundation and the Michigan Health Council.
Brian Lakkides, CRC®, AIFA® is the President of Fiduciary Firewall Consulting, Inc. and is a member of the Steering Group of “The Committee for The Fiduciary Standard”; a national group of industry experts advocating for the authentic fiduciary standard. He is also a frequent speaker on fiduciary compliance and governance matters for 401(k) plans and has been published in the “Journal of Pension Benefits”.
Brian O’Connor is an award-winning personal finance columnist, founding managing editor of Bankrate.com and author whose nationally syndicated “FunnyMoney” column is a three-time National Society of Newspaper Columnists award winner.
Amisha S. Harijan has served in public libraries for thirty years and is currently a library director in Metro Detroit. Having worked with patrons of all ages as a librarian her foundational approach is to provide exposure and access to relevant resources to maximize new experiences that lead to increased opportunities.
Jeffrey A. Hoover is Chief Legal Officer and General Counsel for Alta Equipment Group, Inc. where he leads the company’s legal and risk management departments.
Charles “Chuck” Tiedeman is a retired General Motors employee with 40+ years involvement with the UAW in various capacities that ranged from skilled trades as a machine repairman, to responsibility for the UAW-GM Employee Assistance Program in Pontiac, Michigan. His final contribution before retiring was to serve as President of the UAW Local 653 in Pontiac.
Marc Ladson, a Certified Leadership Consultant, is CEO of Ladson Global Consulting Group. He specializes in executive coaching, organizational consulting, and process improvement. He holds advanced credentials including a Master’s in Strategic Organizational Leadership, and John Maxwell Team Leadership Certification. For his accomplishments and contributions during 26 years in leadership assignments for the US Army around the world, Marc earned the Legion of Merit Award and Bronze Star Medal for combat.
Help Expand Financial Literacy
We're a non-profit with a mission dedicated to helping to teach people how to make good financial decisions. Your donation will help us expand our FREE financial literacy education programs to more public libraries in Michigan.
Testimonials