The Center for Wealth Management team is built on a foundation of exceptional customer service, integrity, and trust. We all work together to provide the highest level of personalized service to our clients, with each of our team members bringing unique and valuable skills to the table. We have found that this team approach allows us to help more clients with diverse needs.
Building strong relationships is at the heart of what we do, and we are dedicated to being our clients’ trusted advisors. As in any relationship, getting to know one another helps build that trust, so we’d like to take this opportunity to introduce two of our team members and highlight the role they play in our overall success.
Allison Schwartz, Client Services Manager / Associate Advisor
Allison has been with our firm for most of her career. She started working with CWM as an intern in August 2013 while she was at Wayne State University pursuing her bachelor’s degree in accounting. After graduating in 2015, she left to pursue an accounting career but returned in November 2017 to work as our client services manager. She felt the financial planning industry was a better fit for her than accounting. Since rejoining us, she has furthered her financial education and experience by obtaining her Series 7 and Series 66 licenses in late 2020/early 2021. She then became a financial advisor, and our associate advisor, in September 2022. She plans to continue her studies for more designations in the near future. She is very technically sound, pays great attention to detail, and overall is a great asset to our team.
Allison has a real passion for helping clients, not only through the good times but also when their situation is difficult or emotional. She strives to be an advisor who is not only knowledgeable in the field and highly detailed, but who is also compassionate, trustworthy, and makes decisions with integrity. Allison understands personally how money can cause stress, worry, and negatively impact families. Her mission is to build a career that helps people overcome these concerns and feel more confident about their financial future.
In her free time, Allison enjoys many hobbies, including traveling, hiking, gardening, crocheting, and other crafts. At home, her animals keep her company, including two cats, named Ellie and Jasmine, and a recently adopted puppy named Opie. She is currently planning her next travel adventure to Machu Picchu this September. Feel free to ask about her fur babies or her recent trip the next time you see her!
Nerrissa Pitts, Financial Services Coordinator
Nerrissa joined the firm in 2020 and brings more than 15 years of industry experience to CWM. She serves as a point of contact for current and prospective clients while assisting with the firm’s operations, which include opening and maintaining accounts, client service, and other administrative functions. She does all of this in a timely and seamless manner with a smile on her face.
Before joining our team, Nerrissa worked at a financial planning firm for 13 years assisting the top senior executives. Her responsibilities included opening and maintaining accounts, from insurance to investments, tax planning, retirement, and estate planning. She also assisted with the day-to-day tasks involved in running the office. She has brought all these skills to our firm and helps keep our operations running smoothly.
Nerrissa’s friendly personality puts our clients at ease, and she truly enjoys interacting with them. She is passionate about her family, including her brilliant daughter. Outside of the office, Nerrissa enjoys traveling, cooking, and volunteering at church functions. Nerrissa is happy to work at a company that aligns with her core values.
Our Commitment to You
Now that you know a little more about some of our team, we would love to hear from you. What are some of your financial concerns or worries? What goals and dreams do you hope to achieve? At Center for Wealth Management, we do more than just manage your wealth; we help you build a strong financial foundation so you can live out the vision you have for your life.
If you would like to learn more, we encourage you to reach out to us today—call (248) 220-4321 or email robert@cwmfinancial.net. You can also schedule a meeting by visiting www.calendly.com/cwmrob/initial. We look forward to hearing from you!
About Rob
Robert Moore is senior partner, financial planner, investment advisor, and co-owner of Center for Wealth Management, an independent, fee-based wealth management company based in Troy, MI. With more than 15 years of experience, Rob provides customized advice and solutions that are in the clients’ best interest. He strives to always go above and beyond his clients’ expectations, helping them retire with more security than they had before, and invest their time and energy in what’s most important to them. Rob specializes in working with DTE Energy employees, helping them maximize their benefits so they can reduce taxes, prepare for retirement, and protect their families through a comprehensive planning process. Rob graduated from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® (ChFC®) certifications.
Rob is known as a diehard family man who enjoys spending time with his beautiful wife, Jill, his daughter, Brookelyn, and his son, Brayden. When he’s not working, you can find him playing basketball once a week, squeezing in a round of golf, and watching college football and basketball with friends and family. He is passionate about enriching the lives of others through his church involvement and service at a community addiction program. Learn more about Rob by connecting with him on LinkedIn.