Our Team

Steve has more than 25 years of experience working with clients. Prior to founding GEM in 2001, Steve was an analyst at Dixon Odom Financial Advisors and worked for Regions Financial Corporation, both in Birmingham, Alabama. Before that, Steve taught American History and English at the junior high and high school level.

Steve is past president of the Michigan Philharmonic and past chairperson of the Plymouth Downtown Development Authority. Steve has a Bachelor of Arts degree in history from Hillsdale College and holds the CERTIFIED FINANCIAL PLANNER® certification.

When he's not working with clients, Steve enjoys reading about American and European history, as well as biographies of interesting people. He also loves traveling, golfing, and spending time in Northern Michigan.

^{Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}

Tim brings more than 20 years of experience in the financial industry to our team. Prior to joining GEM, Tim worked at Blue Cross and Blue Shield of Michigan where he was a Principal Auditor for two years. At BCBSM, he led controlled self-assessment workshops to teach departments how to better control risks and meet objectives. From 1995 to 2001, Tim was a Manager at Ciulla, Smith & Dale, LLP and was responsible for audit engagements of small, medium and large businesses. He was also a staff accountant with Plante & Moran, LLP. Tim joined Steve at GEM in 2003.

Tim is a past president and active member of the Northville Rotary Club. Tim received a Bachelor of Arts degree with honors in Accounting and Political Economy from Hillsdale College.

Tim and his wife live in Northville with their two children. Tim loves golfing and staying up to date on the latest sports news and stats, especially basketball.

Steve was introduced to investing at a young age.  His interest in the economy and investments led him degrees in finance and mathematics from Grand Valley State and then to the University of Michigan to earn his MBA. Steve brings more than 30 years of hands-on investment management experience to GEM making him a trusted advisor for clients.

He is passionate about serving the community and has contributed leadership and financial strategy to several organizations. Steve has served on boards and key committees of the Plymouth-Canton Educational Foundation, the First Presbyterian Church of Plymouth, Red Cross SE Michigan Chapter, as well as president of the UM Ross Alumni Club of SE Michigan. He also served the City of Plymouth as Charter Commission member and Historic District Commission chair. Additionally, for over 20 years Steve has advocated for nonprofit board service by organizing nonprofit training events and introducing candidates to boards.

Steve and his wife love calling downtown Plymouth home. You'll often find him cheering on his children at their sporting events or enjoying a University of Michigan basketball or football game.

Lisa has spent her entire career in the financial services industry, helping clients make informed decisions and plan for what matters most. She joined GEM in 2012 and brings a thoughtful, client-centered approach to every conversation.

Lisa holds a Bachelor of Science in Business from Central Michigan University and a Master of Science in Personal Financial Planning from the College for Financial Planning. Lisa is a CERTIFIED FINANCIAL PLANNER® professional and holds both the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Wealth Management Advisor™ (AWMA®) designations—credentials that reflect her deep commitment to delivering high-quality, personalized advice.

Clients value Lisa's clear communication, steady guidance, and ability to make complex topics manageable. Whether planning for retirement, managing wealth, or navigating life transitions, Lisa provides trusted advice tailored to each client’s unique goals.

If you’re looking for an experienced advisor who truly listens and brings knowledge and care to every interaction, Lisa is ready to help.

^{Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Accredited Wealth Management AdvisorSM, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered Retirement Planning CounselorTM, CRPCTM, and the CRPCTM logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.}

Bradley graduated from Michigan State University in the Spring of 2024, earning a degree in Finance with a focus in Financial Planning and Wealth Management. After interning for GEM Asset Management in the Spring of 2024, Bradley joined full-time in May 2024 as an Associate Advisor.

In his free time, Bradley enjoys traveling and all things sports, but values spending time with friends and family above all.