Broker Check

Team

At SHA Financial Planning & Investment Group, our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

 
Robert J. Carr III, CFP® AIF®

Financial Consultant

(248) 237-3605

(248) 313-6964

[email protected]

Bob Carr is a Financial Consultant with more than 30 years’ experience helping plan sponsors and participants make informed decisions regarding their qualified plans and retirement needs.

Bob first entered the financial services business in 1986 with Sun Life of Canada (U.S.) where his focus was financial planning and company retirement plans. In 1992 he continued this focus but as an independent working at LPL Financial. In 2006 Bob created R.J. Carr III & Associates, a Registered Investment Advisor, to help individuals with their financial planning needs. He joined SHA Retirement Group in 2015

Bob received his designation as a CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning and the Accredited Investment Fiduciary® (AIF®) designation. Bob is a Life, Disability and Annuity licensee.

When not working, Bob and his wife Janet enjoy spending time with their three daughters. Bob volunteers time to the seniors program “Meals on Wheels” and his church. He also enjoys golf, theatre, sporting events, skiing, travel and reading.

James Cattaneo, CFP®

Triad Wealth Advisor

(248) 237-3917

(248) 313-6964

[email protected]

Jim Cattaneo is a CERTIFIED FINANCIAL PLANNER™ with more than 30 years of experience providing objective advice to individuals, families and businesses. He is dedicated in helping clients simplify, consolidate and integrate every aspect of their financial lives.

Jim began his career in 1983, with the Equitable where he gained knowledge in individual planning and employer benefit planning. In 1993, Jim joined forces with an independent broker dealer firm, LPL Financial to provide objective investment advice. In 2007, Jim created Cattaneo Wealth Management Group to provide wealth planning and tax preparation. He joined SHA Retirement Group in 2017.

Jim graduated from Oakland University with a bachelor’s degree in accounting and earned his CFP® Designation from the College of Financial Planning. He holds FINRA {http://www.finra.org} Series 7, 22, 31 & 63 registrations through Triad Advisors, LLC. Jim also holds licenses for Life, Disability, Variable, Annuities and Long-Term Care.

When not in the office, Jim and his wife Evelyn enjoy spending time with their three married children and their eight grandchildren. In his leisure time, Jim enjoys boating, golfing, skiing, travel and reading.

Evelyn Cattaneo

Manager of Operations and Service

(248) 237- 3918

(248) 313-6964

With over 20 years of office experience, Evelyn’s goal is to keep our office organized and to provide the highest level of client services. She focuses on providing our clients with an excellent caring experience and to help them feel comfortable when visiting our office. She is also a Notary Public.

When not in the office, she enjoys being with her family. In her leisure time, Evelyn enjoys skiing, boating, flowers, traveling and reading.

Kevin E. Carr, MBA

Operations Manager

(248) 237.3606

(248) 313-6964

[email protected]

Kevin is a trusted customer service professional with over 25 years’ experience. Kevin strives to provide a high level of service for all of the firm’s clients. He has been providing exceptional client service experiences through his years at R.J. Carr III & Associates and while previously at Vivendi-Universal and R.L. Polk Co.

Kevin holds B.S. and M.B.A. degrees from Wayne State University. Kevin’s licenses include Series 6 and 63.

Kevin and his wife Kelly enjoy traveling to visit their son and daughter to catch some Wolverine and Crimson Tide football. Kevin also enjoys snow skiing, travel, dining and working out.

Investment Committee 

James Battmer

Chief Economist, Lead Portfolio Manager

Prior to joining Bukaty Financial Services Mr. Battmer worked as an analyst at Morgan Stanley and as a fixed income portfolio manager for UMB.  Mr. Battmer functions as the lead investment strategist and chairs the firms Investment Policy and Investment Allocation Committees. His responsibilities include investment strategy oversight and writing all firm related economic commentaries and market strategy pieces.  He completed his undergraduate studies at the University of Montana and completed his Masters at the London School of Economics.

Carey Morrison

Senior Wealth Strategist

Prior to joining Bukaty Financial Services, Mr. Morrison was a Vice President responsible for business development for Tower Wealth Managers.  He also previously worked for Lazard Asset Management and Blackrock iShares. Mr. Morrison is a member of the Investment Allocation Committee and works with Wealth Management clients. Mr. Morrison graduated from William Jewell College with a B.A. in Business Administration and received his MBA with an emphasis in Finance from the University of Missouri-Kansas City.

Brandon Kempin

Mr. Kempin joined Bukaty Financial Services in 2012. He was named Head of Trading in 2014 and serves on the Investment Allocation Committee as well as being a regular attendee in Investment Policy Committee meetings. He is currently a CFA Level III Candidate and he holds a certification as a Cash Balance Consultant. Using Morningstar Direct’s analysis capabilities, Mr. Kempin maintains the Preferred List of Investments within our Retirement Services and Wealth Management. Mr. Kempin received his  B.S. in Finance from the University of Kansas.

Matt Windemuller

Analyst, Asst. Portfolio Manager

Mr. Windemuller is an Assistant Portfolio Manager and Analyst for Bukaty Companies Financial  Services, Denver Division. Matt develops financial plans and portfolio stress tests for wealth management clients, and assists both financial advisors and retirement plan consultants with analysis and research. Matt graduated from the University of Denver with a B.S. in Finance and Marketing.

Phil Troyer

Chief Compliance Officer

Phil joined Resources Investment Advisors ("RIA") as VP of Compliance in December of 2013. Before joining RIA, Phil managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment advisory firm that were owned by National Retirement Partners, Inc. Phil obtained his J.D. from Indiana University in 1994 and currently holds FINRA Series 7, 24, and 63 licenses registrations held with Triad Advisors. He has written numerous articles on ERISA law for retirement plan industry trade publications and is a member of ASPPA.