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 joined GEM in 2012. Lisa graduated from Central Michigan University with a Bachelor of Science in Business. She is a CERTIFIED FINANCIAL PLANNER® practitioner. She also holds the Chartered Retirement Planning Counselor™ certification for financial planning professionals specializing in helping clients plan for retirement. Lisa enjoys spending time with her family in school, church, and sports activities.

^{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.}

Dave joined GEM Asset Management in July of 2019 and has over 20 years of experience in the financial services. Prior to joining the team, Dave worked for Northern Trust Asset Management and JP Morgan Chase, both in Chicago. Dave earned an MBA in Finance from Northwestern University’s Kellogg School of Business and a Bachelor’s degree in Economics from Albion College. Dave also holds the CERTIFIED FINANCIAL PLANNER® certification. Dave enjoys spending his free time traveling with his family, typically back to Chicago to enjoy the food, museums and culture.

^{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.}

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.

Mary joins us in 2024 as our Client Specialist, bringing over five years of experience in client service roles. She holds a Bachelor of Business Administration degree in Marketing and Human Resources from Grand Valley State University. With a strong attention to detail and a passion for helping others, Mary is dedicated to building lasting relationships and providing the highest level of client service. Alongside her role here, she runs her own business as a Realtor. In her free time, Mary enjoys exploring different trails, spending time on the lake, trying new recipes, and being with family and friends.