Our experienced team members provide our clients with institutional-quality investment portfolios and services. By working with our independent Broker-Dealer, First Allied Securities, Inc., we are free to provide you with the investment options, services, and guidance that are most beneficial to helping you achieve your personal financial goals – free of bias or conflicts of interest.
Roger M. Smith CFP®, CIMA®, RMA®
Senior Vice President
Roger has been working within the financial services industry for 29 years providing financial planning-based investment, insurance, retirement and asset management strategies for families, as well as businesses and their owners. He works with attorneys and accountants to provide holistic financial planning solutions to avoid taxes and efficiently pass on assets to the next generation.
He is a graduate of the Tippie College of Business at the University of Iowa with a Bachelor of Business Administration degree in Finance. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 1998 the Certified Investment Management Analyst® designation in 2008 and his RMA® designation in 2019. Roger holds his Series 7, 9, 10, 63 and 65 securities registrations and is licensed by the State of Colorado for Life, Health, Disability, and Long-Term Care Insurance. He is a current member of the Financial Planning Association, Investments & Wealth Institute and National Eagle Scout Association. Community affiliations include being a Partnership Committee member of the Colorado Chapter of FPA, a member of the ExecConnect Non-Profit organization Denver and part of the Cystic Fibrosis Foundation and University of Iowa Alumni Association Denver Chapter. Roger enjoys spending time with family and friends, skiing, hiking, attending outdoor concerts and exploring the great state of Colorado.
Kevin has been involved in the financial industry since 2001 and joined the team in 2012. He works closely with our clients to ensure that their goals and future needs are well aligned with their investment strategy. Kevin’s strong knowledge of the industry combined with his outgoing personality is a great combination. Kevin graduated with his bachelor’s degree from Central Michigan University and currently holds his FINRA Series 7.
Kevin is an entrepreneur and involved in several outside business ventures including a doggy day care. Kevin’s time is also spent in philanthropic ventures such as fostering dogs and participating in fundraising events for animal welfare. Kevin and his wife, Kelly, enjoy spending time in the mountains with their Bernese Mountain dog, Elwood, on their jet ski, and collecting rare baseball cards.
Client Relations Manager
Karen has been with us since February 2000. Her greatest joy is assisting clients and contributing to their financial planning and well-being. She excels at helping clients and fellow team members with problem solving. She is proud of the fact that prior to joining the firm she worked in customer service for 15 years in the non-profit sector. Outside of work, Karen and her husband Jim enjoy creating as much time for laughter as they can while spending time with family and friends in the area. Their cat, Snickers, keeps them entertained on a daily basis.
Client Services Director
Mollie has been a team member since January of 2016. Mollie directs our internal operations including our 529 plans, alternative investment and insurance solutions. She is currently in the process of preparing to take the Series 7 license exam. She earned her Bachelor’s in psychology at Missouri South State University. Mollie enjoys cooking and camping with her husband, Eric and their two dogs.
Client Services Specialist
Crystal is the newest member of our team. Crystal graduated from the University of California, Berkeley in 2017 with a major in Sociology and Biology. During her undergraduate career she was involved in many organizations and volunteer programs. Most recently, Crystal moved to Colorado from California with her husband and dog. She serves as our receptionist and schedules client meetings and interfaces with our external partners. She has been enjoying everything Colorado including hiking, swimming, camping, ATV riding, and locally sourced food and getting to know the state she calls her new home.
Tim Giampetroni, CFA
Chief Investment Officer
Tim joined Bloomfield Hills Financial in January 2016 as Chief Investment Officer. Prior to joining Bloomfield Hills Financial, Tim spent time as a performance analyst at Columbia Wanger Asset Management and later as the Chief Investment Officer at Fortunatus Investments. He graduated from the Honors College at Michigan State University with a degree in finance. In 2009, Tim earned the Chartered Financial Analyst (CFA) designation. In Tim’s spare time, he enjoys spending time with family and friends, golfing, and reading.
Kevin VanDyke, President and Founder of Bloomfield Hills Financial, is a native of the Metro-Detroit area, giving him a great understanding of the industries that dominate southeastern Michigan. Since starting Bloomfield Hills Financial, Kevin has held educational workshops for thousands of employees and retirees of Chrysler, General Motors, Ford, AT&T/SBC, and various local school districts. He assists clients in financial consulting, investing, as well as estate and retirement planning to develop and manage long and short-term investment portfolios. Kevin and his associates pride themselves not only on providing their clients with sound financial advice, but also on educating them along the way.
As an independent advisor and Accredited Investment Fiduciary®, Kevin upholds the highest standards and integrity in preparing a custom-tailored investment strategy to suit your personal needs. A graduate of Michigan State University, Kevin holds his Series 7, 24, 63 and 65 securities registrations and is also licensed by the State of Michigan for Life, Health & Variable Contracts. He is a member of the Financial Planning Association, the Birmingham Bloomfield Chamber of Commerce and the Better Business Bureau, and has been the recipient of numerous professional accolades including:
Financial Times 400 Top Financial Advisors 2016, 2017
Barron's Top 100 Independent Wealth Advisors in the Country 2014, 2015, 2016, 2018
Barron’s Top 1,000 Financial Advisors in the country 2011, 2012, 2013, 2014, 2015, 2016, 2018
Barron’s has been published by Dow Jones & Company since 1921. Their “Top 1,000” listing is based on assets under management, regulatory record, quality of practice and philanthropic work.
Barron’s Top 25 Advisors in Michigan 2011, 2012, 2013
2012 SII Investments Advisor Representative of The Year
Registered Rep Magazine’s Top 100 Independent Advisors in the country, 2009
2010 Boomer Market Advisor’s Advisor of the Year nominee
In addition to these awards, Kevin continues to be interviewed and quoted regularly as a financial advisor in local and national news media including: The Wall Street Journal, InvestmentNews, Financial Advisor Magazine, WWJ 950-CBS Radio, WJR 760, 104.3 WOMC and WXYZ-ABC TV.
Outside of his professional duties, Kevin actively participates in his community. He is a former member of the American Red Cross Southeastern Michigan Chapter board of directors, and continues to host several charity events each year for this organization. In addition volunteering at a local Detroit soup kitchen, Kevin is also involved with Leader Dogs for the Blind and the Michigan State University Alumni Association, as well as several other charities – including the Make-a-Wish Foundation, American Cancer Society, and Autism Speaks. Kevin also sponsors and oversees the Stock to Scholarship Challenge, a contest that helps educate high school students about the stock market and provides college scholarships to the winners.