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Partner Profiles

bulletRaymond G. Winke
bulletDerrick P. Winke
bulletEdward R. Jones

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Raymond G. Winke,  EA. / Email Ray

Raymond has over 35 years experience helping people plan their financial lives. A life long resident of Michigan, married for over 36 years Raymond brings a diverse background with income taxes, insurance, securities to helping people accumulate financial security and wealth.

Education & Licenses & Designations:

bulletBachelor of Business Administration, University of Detroit, 1965
bulletSt. John's Military Academy, Delafield, Wisconsin, 1957
bulletEnrolled Agent - Enrolled to Practice before the Internal Revenue Service -
bulletAccredited Tax Advisor - Accreditation Council for Accountancy & Taxation Inc.
bulletRegistered Representative - Sigma Financial Corporation
bulletUniform Securities Agent State Law License
bulletUniform Investment Advisor Law License
bulletRegistered Financial Consultant - International Association of Registered Financial Consultants.
bulletLicensed Insurance Agent, Life, Accident, Health & Variable contracts.
bulletLicensed Real Estate Agent 1970 - 2006
bulletNotary Public

Work History:

bulletWink Accounting Services, Inc/Wink Inc./Wink Tax Services - 1977 - present
bulletR & D Financial Services Inc. - 1984 - present
bulletSigma Planning Corp - 2003 - present
bulletHorizon Financial Planning Corp. 1986 - 2003
bulletComptroller and Treasurer - Industrial Components, Inc. 1967 - 1977.
bulletAssistant Controller - Blue Cross Blue Shield 1965 - 1967
bulletPlant Accountant- Argonaut Realty Division General Motors Corp.1959-1965.
bulletUS Army 1957 - 1958

Memberships:

bulletMember of: National Association of Enrolled Agents
bulletNational Society of Public Accountants
bulletIndependent Accountants Association of Michigan
bulletInternational Association of Registered Financial Consultants
bulletInternational Society of Delta Sigma PI
bulletNomads Travel Club

Date of Birth: December 23, 1938

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Derrick P. Winke, ATP, CDFA, CFDP, EA, MBA. / Email Derrick

Derrick has over 23 years experience helping people plan their financial lives. A life long resident of Michigan, with three children, Derrick brings a diverse background with income taxes, insurance, securities and technology to helping people accumulate financial security and wealth.

Education & Licenses & Designations:

bulletDoctoral Candidate, University of Bradford, September 2003 - Present
bulletMaster of Business Administration, Wayne State University, 1990
bulletBachelor of Business Administration, Western Michigan University, 1986
bulletWylie E. Grove High School, Birmingham, Michigan 1982
bulletEnrolled Agent - Enrolled to Practice before the Internal Revenue Service, U.S. Treasury Department
bulletAccredited Tax Advisor - Accreditation Council for Accountancy & Taxation Inc.
bulletAccredited Tax Preparer -  Accreditation Council for Accountancy & Taxation Inc.
bulletCertified Divorce Financial Analyst - CDFA - Institute of Certified Divorce Planners Inc. / Institute for Divorce Financial Analysts
bulletCertified Financial Divorce Practitioner - CFDP -  College for Divorce Planners
bulletLicensed Insurance Agent, Life, Accident, Health & Variable contracts.
bulletRegistered General Securities Principal - Sigma Financial Corporation.
bulletRegistered General Securities Representative - Sigma Financial Corporation.
bulletUniform Securities Agent State Law License
bulletUniform Investment Advisor Law License
bulletNotary Public

Work History:

bulletWink Accounting Services Inc/ Wink Inc./ Wink Tax Services - 1986 - Present
bulletR & D Financial Services, Inc. 1986 - Present
bulletSigma Planning Corp 2003 - present
bulletHorizon Financial Planning Corp. - 1986 - 2003
bulletCrisis Counselor - Volunteer, Common Ground Sanctuary, Oakland County Michigan - 2002 - present
bulletHoliday Trees Inc. - 1979 - 1983

Memberships:

bulletFinancial Planning Association
bulletFinancial Planning Association of Michigan - Board Member 1997-2003
bulletNational Society of Public Accountants
bulletNational Association of Tax Professionals
bulletInternational Association of Registered Financial Consultants
bulletInternational Association of Divorce Professionals
bulletInstitute for Divorce Financial Analysts

Date of Birth: July 1, 1964

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Edward R. Jones, Jr. /  email Ed

Edward has over 25 years experience helping people plan their financial lives. A life long resident of Michigan, married for over 20 years with two children, Edward brings a diverse background with, insurance, securities and financial planning to helping people accumulate financial security and wealth.

Education & Licenses & Designations:

bulletBachelor of Business Administration, Studies toward.
bulletDetroit College of Business; Associates of Business Administration, Studies toward
bulletMacomb Community College
bulletSouthlake High, St. Clair Shores, Michigan. 1967
bulletRegistered Representative - Sigma Financial Corporation.
bulletUniform Securities Agent State Law License
bulletLicensed Insurance Agent, Life, Accident, Health & Variable contracts.
bulletNotary Public

Date of Birth: May 20, 1949

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Securities offered through Sigma Financial Corporation. A registered broker/dealer. Member FINRA & SIPC.
Planning Services offered through Sigma Planning Corporation, a registered investment advisor.

Any information contained on this site does not constitute financial advice. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser licensed in your state.

We do not offer legal advice. All information provided on this website is for informational purposes only and is not a substitute for proper legal advice. If you have legal questions, we recommend that you seek the advice of legal professionals.

IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. federal tax advice provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (i) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer under the Internal Revenue Code, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

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Copyright © 2009 R & D Financial Services Inc. 2701 Troy Center Drive, STE 255, Troy Michigan 48084
Last modified: 10/30/09