The Bloom team of certified financial advisors thanks you for trusting them with your investments. The staff at Bloom Asset Management is experienced and knowledgeable in all areas of financial planning and investment management.

Email: Rick

Rick Bloom has served clients in the area of financial planning since 1984 and is a partner with Ken Bloom in Bloom Asset Management and the law firm of Bloom, Bloom & Associates. He has been selected as one of the Top 250 Financial Planners by Worth Magazine, and currently writes a financial column each Thursday and Sunday in the Observer & Eccentric Newspapers.  He also airs twice-daily business updates throughout Michigan on the affiliate stations of the Michigan Radio Network.

He served as host of the popular  "Rick Bloom Show" on WDTK-AM 1400 and was also host of the "Money Talk" radio show on WXYT 1270-AM for 16 years. He was also a daily financial columnist for the Detroit News for over ten years and wrote twice-weekly financial columns for the Oakland Press. Rick has been quoted in the Wall Street Journal and other national publications on financial planning and the Stock Market. He is also a frequent spokesperson on financial matters on local TV and radio shows.

Rick gives numerous seminars and speeches on financial planning and investments for a variety of professional, civic and business organizations, such as Chrysler Corporation, the Better Business Bureau, Grosse Pointe Men's Club, Madonna University, Michigan State University Alumni Association, Corp Magazine and the Observer & Eccentric Senior Expo.

Rick is an honors graduate of both Michigan State University and the University of Michigan Law School. He is a licensed attorney and a Certified Public Accountant (CPA).

 

Kenneth J. Bloom

Email: Ken

Ken Bloom is an attorney, financial advisor and tax expert and is a partner with Rick Bloom in Bloom Asset Management and in the law firm of Bloom, Bloom & Associates, specializing in business, taxation and estate planning. He has been a featured speaker on investing, estate planning and taxes at numerous community seminars and for business and civic organizations and has also been interviewed on television and radio regarding financial planning and the Stock Market.

Ken is an honors graduate of Michigan State University and the University of Detroit Law School. He also holds a master's degree in taxation from New York University and is a licensed attorney in Michigan and California. He earned a Certificate of Completion in the areas of probate and estate planning from the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan.

 

Jonathan M. Goldberg

Email: Jonathan

Jonathan Goldberg is an attorney and CPA with Bloom, Bloom and Associates and Bloom Asset Management.  He is a graduate of the University of Detroit -School of Law and received a bachelor's degree in Business Administration from the University of Michigan. He is also a licensed Certified Public Accountant (CPA), and He earned a Certificate of Completion in the areas of probate and estate planning from the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan. In addition to providing financial consultations, Jonathan specializes in estate planning, probate, tax law, business planning, retirement plans, real estate, contracts, acquisitions, and litigation matters.

He is a frequent speaker on real estate law, taxes and estate planning at community and client seminars, and has been a frequent guest on Rick Bloom's radio show.

 

Scott Whyte

Email: Scott

Scott Whyte has been successfully serving client's investment needs since 1988 and joined Bloom Asset Management as a Financial Advisor in 2000.  Prior to joining Bloom Asset Management, Scott was associated with the investment firm of Charles Schwab for 10 years, rising through Schwab's ranks to become Vice President and Branch Manager of the Southfield office where he was responsible for $1.5 billion in client assets.

Scott has received his designation as an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning in Denver, Colorado. The AAMS program covers the areas of investments & portfolio management, insurance, taxes, retirement planning, and estate planning. He also held various licenses through the National Association of Securities Dealers (NASD) while working in the financial services industry. He has also been named to the Five Star Wealth Managers list in Hour Detroit magazine in 2010, 2011, 2012 and 2013.

He has been a speaker on financial topics at numerous community and client seminars sponsored by Bloom Asset Management, has been a frequent guest and guest host on Rick Bloom's radio show, and is a member of the Bloom Asset Management Investment Committee. 

 

Jack K. Riashi, Jr.

Email: Jack

Jack K. Riashi, Jr., joined Bloom Asset Management as a financial advisor in 2002 and has been serving clients in the financial service industry since 1987. Prior to joining Bloom Asset Management, Jack served as director of investment services for a local investment advisory firm, where he was responsible for managing over $130 million in client assets. Jack holds the designation of Certified Financial Planner (CFP®), a certification that less than 1 in 20 financial planners possess. He is a member of the Financial Planning Association, and a graduate of Wayne State University with a bachelor's degree in finance. 

He has also been named to the Five Star Wealth Managers list in Hour Detroit magazine in 2011, 2012 and 2013. 

Jack has been a featured speaker at many Bloom Asset Management community and client seminars, and has been featured as a financial expert for the Detroit News' Money Makeover series, and is frequently interviewed on WXYZ-TV Channel 7 Action News providing financial advice and observations.  He has also been a guest and guest host for Rick Bloom's radio show and is a member of the Bloom Asset Management Investment Committee, which is responsible for setting the overall investment strategy and providing investment analysis for the firm.    

 

Michael Pominville

Email: Mike

Mike Pominville is a Financial Advisor with Bloom Asset Management and started his career in financial services in 1997 at Merrill Lynch. He also served client's investment needs at ABN AMRO Investment Services in Troy and most recently at Charles Schwab & Co., where he was a Senior Account Manager for Schwab Institutional Sales in the Great Lakes Region prior to joining Bloom Asset Management.

Mike earned a Bachelor's Degree in Business from Michigan State University and an MBA, with a major in Finance, from Eastern Michigan University. He is currently in the process of earning the Certified Financial Planner (CFP) designation. 

 

 

 

Cindy Szymanski

Email: Cindy

Cindy is a Financial Advisor at Bloom Asset Management. Cindy holds the designation of Certified Financial Planner (CFP®), a certification that less than 1 in 20 financial planners possess. She was previously Bloom Asset Management's Director of Client Services.Prior to joining Bloom Asset Management, Cindy worked for H&R Block as a senior tax advisor. She worked for H&R Block in their Livonia district since 1993, and has worked in the industry since 1988.   

 

 

 

 

Michael Ambrogio

 Email: Michael

Mike is a client relationship manager at Bloom Asset Management. In his role, he provides service to clients whose portfolios are managed by the firm. Prior to joining Bloom Asset Management, Mike was the owner of MJA Group in Eustis, Florida.  He also held various client service and accounting positions at a number of large financial firms, including Sungard, The Bank of New York, Morgan Stanley and Bank One. 

 

 

 

 

 

Margaret Mitra 

Email: Margaret

Margaret is a client relationship manager at Bloom Asset Management. In her role, Margaret provides service to clients whose portfolios are managed by the firm. Prior to joining Bloom Asset Management, Margaret worked for Charles Schwab & Co. as a client service specialist, investment advisor, financial advisor liaison and a registered investment specialist. She has worked in the investment and financial industry since 1984, and received her Bachelor of Science degree in Economics from the University of Michigan, and a Master's degree in Business Administration from Madonna University.

 

 

 

Nick Defenthaler
Email: Nick

Nick is a Client Relationship Manager at Bloom Asset Management.  In  this  position he provides service to clients whose portfolios are managed by the firm.  Prior to joining Bloom Asset Management, Nick was a loan processor with Goldstar Financial Group, Ann Arbor.

 

He also holds the designation of Certified Financial Planner (CFP®), a certification that less than 1 in 20 financial planners possess. He is a 2008 graduate of Eastern Michigan University, where he earned a B.B.A. degree with a major in Finance.  

 

Sandra Milke
Email: Sandra

Sandra Milke is a Client Services Representative and provides account management services for clients whose portfolios are managed by the firm. She has more than 20 years of experience in the financial services industry, and was an account manager and chief compliance officer for Mutual Fund Management Co. in Troy prior to joining Bloom Asset Management. Sandy is a graduate of Wayne State University, where she earned her Bachelor of Science degree with a major in Corporate Finance.