Education & Licenses & Designations:•Doctoral Candidate, University of Bradford, England, September 2003 - 2005•Master of Science (MSc), University of Bradford, England, 2005•Master of Business Administration (MBA), Wayne State University, 1990•Bachelor of Business Administration (BBA), Western Michigan University, 1986•Wylie E. Groves High School, Birmingham, Michigan 1982•Enrolled Agent - Enrolled & Licensed to Practice before the Internal Revenue Service - U.S. Treasury Department.•Certifying Acceptance Agent - Internal Revenue Service•Accredited Tax Advisor (ATA) - Accreditation Council for Accountancy & Taxation Inc.•Accredited Tax Preparer (ATP) - Accreditation Council for Accountancy & Taxation Inc.•Certified Divorce Financial Analyst - (CDFA) - Institute of Certified Divorce Planners Inc. / Institute for Divorce Financial Analysts•Certified Financial Divorce Practitioner (CFDP) - Academy of Financial Divorce Practitioners•Domestic Relations Mediator•Insurance Agent - Life, Accident, Health, Variable - Michigan•General Securites Principal License Series 24 - FINRA•General Securities Representative License Series 7 - FINRA•Uniform Securities State Law License Series 63 - FINRA•Uniform Investment Advisor Law License Series 65 - FINRA•Notary Public - Oakland County MichiganWork History: Wink Accounting Services, Inc. / Wink Inc. / Wink Tax Services - 1986 - present R & D Financial Services Inc. / Wink Financial Services 1986 - present Sigma Financial Corp - 1992 - present Sigma Planning Corp - 2003 - present Horizon Financial Planning Corp. 1986 - 2003 Crisis Counselor - Volunteer, Common Ground Sanctuary 2002 - 2017 Holiday Trees Inc. - 1979 - 1983.Memberships: National Society of Enrolled Agents - NAEA National Society of Accountants - NSA National Association of Tax Professionals - NATP Michigan Society of Enrolled Agents - MISEA
Education & Licenses & Designations:•Bachelor of Accounting Process, Walsh College, 2014•Associate Business Administration, Oakland Community College, 2008 Summa Cum Laude, Honor Graduate.•Wylie E. Groves High School, Birmingham, Michigan 1982•Enrolled Agent, EA - Enrolled & Licensed to Practice before the Internal Revenue Service - U.S. Treasury Department.•Certified Senior Advisor - CSA - Society of Certified Senior Advisors.•Licensed Insurance Agent, Life, Accident, Health.• Notary Public - Livingston County MichiganWork History: Wink Accounting Services, Inc. / Wink Inc. / Wink Tax Services - 2002 - present Service Merchandise Inc. - 1983 - 2001Memberships: National Society of Accountants - NSA Michigan Tax & Accounting Professionals - MTAP
Derrick Winke, ATA, ATP, CAA, EA
Derrick is the primary tax expert.
David Palmer, EA
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Natali Asic, tax advisor
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