Our People

Derrick Winke

Education & Licenses & Designations: • Doctoral Candidate, University of Bradford, England, September 2003 - 2005 • Master of Business Administration, Wayne State University, 1990 • Bachelor of Business Administration, 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 Michigan Work 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 Public Accountants - NSA     National Association of Tax Professionals - NATP     Michigan Society of Enrolled Agents - MISEA  

David Palmer

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 Michigan Work History:     Wink Accounting Services, Inc. / Wink Inc. / Wink Tax Services - 2002 - present     Service Merchandise Inc. - 1983 - 2001 Memberships:      National Society of Public Accountants - NSA      Michigan Tax & Accounting Professionals - MTAP