
|
|
Tonia-Marie Wander, CFP®, CIMA®, CPA
(Financial Professional)
|
I have been a Collaborative Professional since 2004
|
| Firm/BusinessName: |
United Bank and Trust Wealth Management Group |
| Address(es): |
2723 S. State Street
Suite 210
Ann Arbor MI 48014 USA
|
| Phone: |
734-214-3754 |
| Fax: |
517-424-6579 |
| Email: |
twander@ubat.com |
| Website: |
http:// |
|
| |
|
| Professional Activities |
| No response provided.
|
|
| Professional Licenses |
|
CPA
CFP
CIMA
|
|
| General Comments |
| I work as a Financial Coach, a Financial Neutral, and a Mediator. |
|
| Areas of Practice |
|
Financial
| |
| Education |
| Undergraduate Education |
| University of Michigan: Bachelor of Arts in Philosophy with Highest Distinction Honors, 1988 |
| Post-graduate Education |
| Eastern Michigan University: Masters of Arts in Accounting, Graduate Student of the Year, 1998 |
| Professional Education |
The Investment Management Consultants Association: Certified Invesment Management Consultant (CIMA), 2006
The American College: Chartered Financial Consultant (ChFC), 1991 |
|
| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2004 |
Basic Collaborative Law Training |
Collaborative Family Law Training Group of Atlanta |
24 |
| 2007 |
Annual Advanced Training |
Talia Katz |
4 |
| 2008 |
Collective Wisdom Symposium |
Chip Rose |
16 |
| 2008 |
Mediation Training |
Zena Zumeta |
40 |
| 2008 |
Domestic Violence Screening |
Anne Smiley |
8 |
| 2009 |
Collaborative Law Training |
PRISM Perspective |
19 |
|
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
|
|
|
|
|