Support Staff

 

Sue Golfis, Pennie Tracy, Jill Benson, Eva Roda, Elaine Errante, Madison Errante, Kim Diroff


 

 

 

 

 

Eva Roda
Client Service Coordinator
248.952.1744, ext. 120
eva.roda@investfinancial.com

Lifetime Planning Since 1998

Bachelor of Science, Finance

As Client Services Coordinator, Eva Roda is responsible for all client transactions.  She joined Lifetime Planning more than 10 years ago, and supports the entire financial team at Lifetime.  Her favorite activity outside the office is spending time with her husband, daughter and son.


Kim Diroff
Administrative Assistant
248.952.1744, ext. 135
kim.diroff@investfinancial.com

Lifetime Planning Since 2006

Kim Diroff joined Lifetime Planning in 2006.  She assists Eva Roda with coordinating client services for Lifetime Planning.  Prior to joining Lifetime Planning, she spent a decade working in the insurance industry.  Kim enjoys sports – as both a spectator and a participant.


Elaine Errante
Administrative Assistant
248.952.1744, ext. 121
elaine.errante@investfinancial.com

Licensed Massage Therapist from Oakland Community College.


Elaine Errante assists finanancial advisors Larry Slabotsky and Zack Slabotsky.  She also serves as coordinator of Lifetime’s Women’s and Seminar Programs.  She also supports the clients and staff in day-to-day operations and assists with account data coordination.  Elaine joined Lifetime Planning in 2005.


Jill Benson
Administrative Assistant
248.952.1744, ext. 132
jill.benson@investfinancial.com

Bachelor’s Degree, University of Wisconsin - Madison

Jill Benson has been with Society for Lifetime Planning since 2005.  She specializes in Client Relations and assists financial advisors Mike Dolan, Wendy Potter, and Nina Preston.  Jill enjoys outdoor activities with her husband and three sons.


Sue Golfis
Administrative Assistant
248.952.1744, ext. 129
sue.golfis@investfinancial.com

Bachelor of Science in Medical Technology, with minor in Gerontology, University of North Dakota

Sue Golfis, who joined Lifetime Planning in 2008, supports financial advisors Ken Morris, Martin Grattan and Marvin Lee.  She also assists with beneficiary reviews and coordinates Ken Morris’s articles with the Oakland Press. 

 

Madison Errante
Administrative Assistant
248.952.1744, ext. 127
madison.errante@investfinancial.com

Associates degree of liberal arts from Oakland Community College

Madison joined Lifetime Planning in 2014.  She assists financial advisor, Nina Preston.  She enjoys watching hockey and playing with her dog, Orbit.

 

Pennie Tracy
Administrative Assistant
248.952.1744, ext. 139
pennie.tracy@investfinancial.com

As the newest member of the team Pennie is support staff to the assistants and financial team.  She keeps them tidey and filed away.  Pennie enjoys down time at the family cottage in Lexington, MI.




Sue Golfis, Eva Roda, Jill Benson,  Elaine Errante, Kim Diroff, Madison Errante, and Pennie Tracy are associated persons of INVEST.

 

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