Your AccountBlogContact UsHome
Investor Center Research Our Services Our Team FAQs Contact Us Home

ADVISORS

 

DEPARTMENT HEADS

William Mack   Loretta Maxwell
Theodore Bugenski   Elizabeth Sanda
Linda Smith   Beverly Crigger
Deanna Bingley   Phillis Lucci
T.J. Mack    

 

ADVISORS

William Mack, CFP®, CFS is the Founder and President of William Mack & Assoc., Inc. (WMA). Bill was a pioneer in his field over 30 years ago when he created what is now referred to as a “Retainer Service.” As part of this service—in addition to managing investment portfolios—the firm also provides financial planning advice at no additional cost to its Retainer clients. 

Bill was also one of the first advisors in Michigan to implement no-load mutual fund portfolio strategies for clients through discount brokerage firms such as Charles Schwab & Co., Fidelity, and TD Ameritrade. He earned his designation as a Certified Financial PlannerTM practitioner through the College for Financial Planning in Denver, Colorado. Bill is also a Certified Fund Specialist. 

 

As a commitment to the profession, Bill has served over 10 years on the Board of Directors for what is currently known as the Financial Planning Association of Michigan, having served terms as both President as well as Chairman of the Board.

Originally born in Cleveland, Ohio, Bill and his wife graduated from The Ohio State University and relocated to Michigan, where their three children were born and raised.


Ted Bugenski, CFP®, CFS is a partner, Vice President, and Chief Compliance Officer of WMA. Ted is a Certified Financial PlannerTM practitioner, as well as a Certified Fund Specialist. He received his Finance degree from Oakland University as well as a degree in Financial Services from Wright State University in Dayton, Ohio.

Ted has served as a faculty member of Oakland University's Personal Financial Planning Certificate Program, and provided editing assistance for the book “Practicing Financial Planning—A Complete Guide for Professionals,” written by a noted university professor. Ted also co-authored the related instructor's guide for the book.

 

As a commitment to the profession, Ted has served over 10 years on the Board of Directors for what is currently known as the Financial Planning Association of Michigan.

Ted is an avid golfer, and enjoys spending time with his wife, as well as coaching various sports teams that his sons play on throughout the year.


Linda Smith, CFP®, NSSA® is one of the firm’s financial planners.  Linda is a Certified Financial PlannerTM practitioner and a Certified Social Security Consultant.  She earned her Bachelor of Business Administration (BBA) in Finance from Walsh College in Troy, Michigan.  Linda is also a member of the Financial Planning Association (FPA). 

Interestingly, Linda and her husband hired Bill Mack as their personal financial planner in 1986, while she was working as the Assistant Controller for McDonnell Douglas Capital.  Having remained clients throughout the years and after taking a break to raise their three children, Linda joined the firm in 2005.  In her spare time, Linda enjoys taking trips, running with her dog, Bowe, and spending time with her family.



Deanna Bingley, RP is one of the firm's financial planners and Compliance Manager. She earned her Bachelor of Business Administration (BBA) in Finance from Walsh College.

In addition, Deanna earned her Registered Paraplanner designation through the College for Financial Planning in Denver, Colorado.

Deanna is currently working towards her Certified Financial PlannerTM designation. Having initially joined the firm over 20 years ago, Deanna enjoys cooking, reading, and spending time with her three children.



TJ Mack, RP is one of the firm's financial planners, advising clients in the areas of investment and retirement planning, as well as cash flow analysis. TJ is also a member of the firm’s five-person Investment Committee, serving as the committee’s Research Analyst.

             

TJ enjoys working with the millennial generation to help them identify and achieve their longer-term goals—while helping to relieve the financial stress that comes with being a young adult just starting out.           


He earned his Bachelor of Business Administration (BBA) in Finance and Economics at Western Michigan University. In addition, TJ earned his Registered Paraplanner designation through the College for Financial Planning in Denver, Colorado.            


He is currently working towards his Certified Financial PlannerTM designation. TJ enjoys an active lifestyle with his new wife, Jessica, in Royal Oak.   


CLIENT SERVICES AND PORTFOLIO REPORTING

Loretta Maxwell is currently Director of Portfolio Services, where she is responsible for overseeing and implementing all securities trading activity—as well as the production of client quarterly Portfolio Summaries.

In addition, Loretta works with the Financial Planning Team to help manage client cash flow needs. She also works with the Investment Committee to assist in implementing portfolio strategies. 

 

Loretta joined the firm in 1997. In addition to rides in the country with her husband on their motorcycles, Loretta enjoys traveling to visit her two daughters and three grandchildren.



Elizabeth Sanda is currently Director of Client Services, where she is responsible for overseeing the transition process for new clients, as well as account maintenance for existing clients.

Liz received her Bachelor’s Degree in Economics from Wayne State University and first joined the firm in 1996.

She is an avid reader, whose favorite pastimes involve playing games, dancing, and laughing with her five children



Beverly Crigger is currently the Office Administrator—and “Director of First Impressions.” She joined the firm in 2000 and enjoys the close relationships she has developed with many WMA clients. 

In addition to managing the office, Beverly shares some of the daily duties associated with Client Services. In her free time, Beverly enjoys traveling and spending time with her children and grandchildren.


 



Phillis Lucci joined the firm this past May, and will be applying her more than 25 years of experience in the financial services industry to everything from Client and Portfolio Services—to assisting the Financial Planning Team with research and preparation for client meetings.

Prior to joining William Mack and Associates, she worked at investment firm Munder Capital Management as a Senior Performance Specialist.

Phillis earned her Bachelor of Business Administration in Marketing from Walsh College in Troy. She enjoys spending time with her family and friends, cooking and baking.