Thomas Archer is a Certified Financial Planner® (CFP®), Chartered Financial Consultant, (ChFC), and Chartered Advisor for Senior Living® (CASL®). Before he and Jason Huntley founded Archer Huntley Financial Services, Inc., in 2001, Tom was affiliated with Merrill Lynch and John Hancock. Tom holds two bachelor's degrees in business administration-one in finance, the other in accounting-from Eastern Michigan University. He is one of fewer than 20 Certified Financial Planners® in Livingston County and enjoys solving financial planning challenges for his clients. Tom was born and raised in Brighton, Michigan. He is an active member in the Livingston Sunrise Rotary Club and chairs its Family of Rotary committee. He is also a member of the professional Financial Planning Association. Tom, his wife, and four sons all share a passion for hockey and are loyal Detroit Red Wings fans.
Prior to founding Archer Huntley Financial Services, Inc., with Tom Archer in 2001, Jason was affiliated with several well-known national brokerage and financial firms including Merrill Lynch and John Hancock. He holds a bachelor's degree in business administration with a minor in accounting, is a Certified Financial Planner®, and thoroughly enjoys working to strengthen the financial positions of Archer Huntley Financial Services' clients. As a long-time Livingston County resident and an active member of the community, Jason has held leadership positions in the Brighton Rotary, Cleary University's Leadership Livingston Program, BNI ® Brighton, BrightonB2B.com, the Brighton Jaycees, Tyrone Covenant Presbyterian Church, the Brighton United Methodist Endowment Fund, and the Lakeshore Pointe Homeowners Association. Jason also enjoys his time with his wife and five children.
Born and raised in Brighton, Tom Lampert has been in the financial services industry for over 25 years. Prior to joining Archer Huntley Financial Services Inc, he worked with two Fortune 500 Companies. He graduated Summa Cum Laude from Liberty University with a B.S. in Finance. As a Certified Financial Planner (CFP®), Chartered Financial Consultant, (ChFC), and Chartered Life Underwriter (CLU). Tom understands the importance of maintaining a high level of education and planning expertise to navigate the ever-changing financial world. He also knows the importance of maintaining a team approach working with a network of tax and legal professionals.
As one of the creators of the Stewardship Planning™ Process, Tom shows retirees, widows, and business owners how to align their financial priorities with their values and life purpose so that they can be truer to themselves for greater peace of mind, freedom, and control in life.
Tom's specialties include:
Having experienced personal loss of loved ones, he has compassion reaching out to widows and widowers to help them avoid the mistakes that many make; and he helps them have hope, peace, and financial security for the future. He is a graduate of the Corgenius Grief Support Training program for financial professionals to understand the emotional, psychological, intellectual, and social ramifications of grief and how to support you when you experience loss and transition in your life.
Also, trained as a Certified Financial Coach with Dave Ramsey, (nationally known syndicated radio host of the Dave Ramsey show, and New York Times bestselling author of “Total Money Makeover”), he has a passion and heart for teaching people the Biblical principles of planning and investing in a common sense way to help them achieve financial peace.
His community involvement includes: Chaplain of Gideons International local chapter, Treasurer of Love INC of Livingston County, Howell Rotary International, member of the Planned Giving Roundtable of Southeast Michigan, President of the Senior Resource Group of the Brighton Chamber, and past speaker for the New Hope Center for Grief Support, various volunteer positions at his local church; and has facilitated various workshops and seminars.
Personal: He is married to Anne and has 4 children: Julia, Matthew, Sarah, & Hannah. He enjoys time with his family, traveling, the outdoors, putting puzzles together, playing cards and board games, and reading the Bible and other inspirational books. He has even appeared in a couple movies!
Cynthia Chisholm joined Archer Huntley Financial Services in February 2013. She has previous experience working in the financial sector and was licensed on the Chicago Mercantile Exchange and the New York Stock Exchange in 1992. She enjoys being part of an organization that is so committed to helping people realize their financial dreams. Providing an exceptional client experience is very important to Cynthia. She believes that listening to client's needs and responding to them in a quick and efficient manner is key to establishing that trusted client relationship.
She has enjoyed volunteering in a customer service capacity at St. John Providence Hospital. While her children were younger she assisted in various capacities at the school, including being a treasurer for the Parent Advisory Committee. Now that her children are older, she thoroughly enjoys being involved in Toastmasters and has recently been elected Treasurer.
Cynthia moved to South Lyon four years ago and enjoys the close proximities of the various State Parks and Metro Parks in the area. She enjoys being active and spending time with her family. She and her husband, Colin, have been married for 24 years and has two children Isaac (19) and Allison (18) who keep her busy with their various athletic activities.
As the Client Relationship Manager, she encourages clients to call with various servicing aspects to their accounts, which includes preparing paperwork for distributions, address changes, changing/establishing/cancelling systematic contributions and distributions to name a few.
Although she is not able to offer investment advice, she is able to provide your account values. There may be times when the advisors will make recommendations to change how your portfolio is being invested. This may require a form to be signed so she may reach out to you by phone or email to get this processed.
She also periodically looks to see if everything is in good order with your accounts, such as beneficiaries. Life changes and often times people don't consider updating beneficiaries on their investment accounts. This is a big task but one that is quite important so any updates that are required by either myself or your advisor will be contacting you to discuss those changes.
Rosemarie Trybuski joined Archer Huntley Financial Services Inc. in 2013. She grew up in the city of Detroit. When Rose grew up she moved to Westland and for the past 14 years has resided in White Lake. She is an avid Red Wing's and Tiger's Fan, and her other hobbies include going for walks and spending time with her family. Rose has two children, Jason (26) and Victoria (23). She also has two furry children, one adorable Yorkie named Zoey and a Shiba Inu named Whiskey.
She has worked in customer service for the past 25 years. Her career started as an Assistant Manager at a bank, where she worked for 12 years. After that, she worked as an administrative team member in the medical field for 15 years. Now that Rose has returned to her first love (finance), she has graciously joined our team. She is now the first person to greet you when you walk in our Brighton office. Her cheerful demeanor is the first one you hear on the phone when you call our offices; making it easy for you to schedule an appointment, or connect you with the appropriate team member. Rose will be the one contacting you to invite you in for your annual review. Don't hesitate to call her when you have a life changing event so she can schedule you a meeting with one of our Private Wealth Managers to make sure your financial goals are on track.
The following are some FAQ's and what administrative team member can assist you. You can also contact our office at 810-229-5212.
Need to schedule your regular review? Please contact our Director of First Impressions, Rose
Are you interested in a meeting with one of our Private Wealth Managers/Certified Financial Planners? Please contact our Director of First Impressions, Rose
Start a systematic deposit, withdrawal, etc?Please contact our Client Relationship Manager, Cynthia
Do you need assistance making a deposit, withdrawal, changing a beneficiary?Please contact our Client Relationship Manager, Cynthia
Questions about online access to your accounts?Please contact our Director of Communications and Marketing,
Having trouble logging to view your accounts, Financial Plan, or any other online issues? Please contact our Director of Communications and Marketing,