Our Team Harriet J. Adams, CFP®, ChFC®, CEP® Partner 734-362-7878 734-362-8258 hadams@PlanningRPIS.com Harriet J. Adams, CFP®, ChFC®, CEP® has over 18 years of experience financial services industry and is founder of Retirement Planning & Investment Services, an Investment Advisory firm in Southeast Michigan. Serving as President since 2001, she specializes in providing personal financial and retirement planning. Harriet has presented numerous seminars and has served as a retirement counselor for employees and executives of several key industries and many public schools in the Metropolitan Detroit area. She has taught retirement and financial planning classes as an adjunct professor for Macomb Community College and Schoolcraft Community College. She is a member of the Financial Planning Association (FPA). Harriet is a CERTIFIED FINANCIAL PLANNERTM professional, CHARTERED FINANCIAL CONSULTANT, CERTIFIED ESTATE PLANNERTM and holds Series 6, 7, 24, 26, 51, and 63 registrations as well as life and health insurance licenses. Kimberly Kar 734-362-7878 734-362-8258 firstname.lastname@example.org Kimberly has been with the company since May 2010 and is usually the customer’s first contact at our office. She has a strong background in customer service. She is responsible for scheduling and preparing clients files for appointments, customer relations, event coordination, assisting in client mailings and providing administrative support for all advisors. She holds a Bachelor of Science in Accounting.*Not registered with FSC Securities Corporation. Bradley Thomas, CFP® Partner (734) 362-7878 (734) 362-8258 Bradley@fscadvisor.com Brad has focused on retirement planning since entering the financial services business in 2005. Bradley is a CERTIFIED FINANCIAL PLANNER™ . Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The mission of the Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Joseph Thomas, CFA Partner (734) 362-7878 (734) 362-8258 Joe@fscadvisor.com Joe is a CFA Charterholder, holds a Certificate in Applied Behavioral Finance (IMCA), a Masters of Finance Degree from Walsh College (Troy,MI), and a BA from Northwood University (Midland, MI).