Our Team


 

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.

Our professional staff includes:

Richard Bloom
Email: Rick
RickBloom

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 named one of the Top Financial Advisors in the United States for 2019 by Barron’s magazine and is also an executive in residence at Lawrence Technological University.

He currently writes a financial column each Thursday in the Observer & Eccentric Newspapers. Rick has also been featured on WXYZ-TV Channel 7's "Don't Waste Your Money" segment. He previously aired 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  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 10 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 the Better Business Bureau, 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).

 

KenBloomKenneth 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. 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.

Stephanie Bloom
Email: Stephanie 

Stephanie Bloom

Stephanie Bloom is Director of Client Engagement at Bloom Asset Management, focusing on marketing and client engagement.

 Prior to joining Bloom Asset Management, Stephanie was a Project Leader at Boston Consulting Group (BCG), a global management consulting firm. During her 4 years at BCG, she worked closely with executives of Fortune 500 companies across the country. Stephanie has extensive experience in strategic planning, multi-year transformations, operations and cost efficiency.  

 Prior to consulting, Stephanie was a Teach for America Corp member, working in both charter and public schools in Washington, DC and New York City. While at DCPS, she was nominated “Teacher of the Year” and ranked in the top 5% of all DCPS teachers based on student achievements.

 She earned a BS in Economics from the University of Michigan; a MAT in Secondary Mathematics from American University; and a MBA from Columbia University.

 

Jennifer Bloom
Email: Jennifer
 

Jennifer Bloom

Jennifer Bloom is Director of Client Engagementat Bloom Asset Management, focusing on marketing and client engagement strategies for the firm. 

Prior to joining Bloom Asset Management, Jennifer worked as Deputy Finance Director for Senator Tim Kaine when he joined the ticket as Hillary Clinton’s Vice Presidential nominee.

She is the Founder and President of Bloom Strategic Consulting (BSC), which provided expert fundraising and consulting services to political candidates, political action committees, advocacy organizations, non-profit organizations and family foundations.  She has been active in the political and fundraising arena for over a decade, and began her career in politics working on the campaign of Senator Joseph Lieberman (I-CT).  She also worked on the campaigns of six US Senators in various fundraising and strategy roles.

She also worked on a variety of large-scale projects including the 2014 launch of Everytown for Gun Safety, an advocacy organization started by Mayor Michael R .Bloomberg.  Jennifer successfully oversaw a $75 Million dollar initiative over the course of two years and launched the “Not One More” campaign, a partnership with fashion designer Donna Karan.

Prior to founding BSC in 2011, Jennifer served as a Principal at the Katz Watson Group, a fundraising consulting firm in Washington DC.  She graduated cum laude from Michigan State University with dual degrees in International Relations and Political Science.

Jonathan M. Goldberg
Email: Jonathan

JonathanGoldberg

Jonathan Goldberg is an Attorney, Certified Public Accountant (CPA) and Financial Advisor 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 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.

 

ScottWhyteScott 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 2012, 2013, 2014, 2015, 2016 and 2017.

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.

 

JackRiashiJrJack 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 been named to the Five Star Wealth Managers list in Hour Detroit magazine in 2011, 2012, 2013, and 2014. He has also been included in the Guide to America's Top Financial Planners-2014 Edition by the Consumer's Research Council of America. 

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.

 

 

CindySzymanskiCindy 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.

 

 

Margaret Mitra
Email: MargaretMargaretMitra

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 1983, 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.

    

Brian WeisbergerBrian Weisberger
Email: Brian

Brian Weisberger is an Investment Analyst for Bloom Asset Management. Prior to joining the firm,  he was the Founder, President and Chief Investment Analyst at Global Asset Managers (GAM), a Registered Investment Advisor and Commodity Trading Advisory firm.  Brian began his career at Morgan Stanley in the early 1990's as a Financial Consultant and also worked as a Senior Investment Analyst for a private investment management firm where he managed portfolios for high net worth individuals.

He has extensive experience conducting studies in global macroeconomic and microeconomic analysis. Some of his market research on global market and asset class correlation has been published in Portfolio Institutional, an institutional investment magazine in the UK and Europe. He earned a B.A. degree with a major in Finance from Michigan State University and an M.B.A. from Wayne State University with a focus in International Business/Finance.

  

Sergio Figueroa
Email: SergioSergioFigueroa

Sergio 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, Sergio was an investment services representative and mutual fund accountant for Bank of New York Mellon in Orlando. He also worked for Charles Schwab & Co. as a Registered Representative and Customer Services Representative, and has more than 15 years of experience in the financial industry.

 

 Corey Weintraub

Email: Corey
Corey
Corey Weintraub is a Client Relationship Manager.  In this capacity, he provides account services to clients whose portfolios are managed by the firm. Prior to joining Bloom Asset Management, Corey was the Senior Product Manager of Non-Proprietary Mutual Funds for Ameriprise Financial Services, where he was responsible for maintaining the firm’s relationship with key mutual fund companies with combined annual sales over $3 billion.  Prior to Ameriprise, he was a Product Manager of Packaged Products for H&R Block Financial Advisors, where he managed all mutual fund company relationships.  He has over 15 years of financial service experience and earned a Bachelor of Arts degree from Florida Atlantic University.

  

Tina Wong
Email: Tina

Tina Wong is a Client RelationshiTina Wongp Manager. In her role, she provides service to clients whose portfolios are managed by Bloom Asset Management. She entered the industry in 2001 when she joined the Trust Department of a regional bank where she held various investment roles. Tina holds the Certified Wealth Strategist (CWS®) designation from Cannon Financial and has earned both her BBA in Finance and an MSF with a concentration in Financial Planning from Walsh College.

 

  

Suzanne Weinberg
Email: Suzanne

Suzanne Weinberg

Suzanne is a Client Relationship Manager.  In her role, Suzanne provides service to clients whose portfolios are managed by the firm.  Prior to joining Bloom Asset Management, Suzanne served as a Branch Service Manager for RBC Wealth Management and a Client Service Associate at Trinity Financial Services, both in Bloomfield Hills, MI.  Suzanne received her Master’s degree in Social Work from Wayne State University. In addition to working in the financial services, Suzanne also has experience in the senior care and healthcare industries.



 

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