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About Us

RLM Financial Services, Inc. is an independent financial services firm. We specialize in helping individual investors and businesses work toward achieving long-term financial goals. Our firm is dedicated to providing superior, personalized service and building strong relationships to help our clients feel secure and comfortable with their financial situations.

In an uncertain world, we approach investing in a systematic and consistent manner. We strive to do business in a way that reflects patience, consistency and predictability for our clients.

Our Financial Advisors can provide multi-generational investment services to high net worth individuals, families and businesses. We also bring a solid investment approach to pension, profit-sharing and 401(k) plans.

Financial Advisors of RLM Financial Services

Terry Stanfill, Accredited Asset Management Specialist

Terry started his career at the time of the 1987 crash of the stock market. He chose First of Michigan Corporation to work with his ever-growing clientele for the next 10 years. After a competitor purchased his firm he later joined another NYSE firm, Hilliard Lyons. There he spent the next 6 years refining his skills in the ever-changing market environment as an advisor as well as the branch manager. In October 2003, Terry joined with 3 others to start RLM Financial Services, Inc. Currently he owns and operates the RLM office in Grand Blanc, MI which opened January 1st, 2006 along with his business partner, Mark Smith. RLM Financial Services helps hundreds of clients on an ongoing basis.

  • Terry is a graduate of the University of Michigan – Flint Campus
  • Completed a course of study at the Securities Industry Institute through the Wharton School of Business
  • He is a graduate of the AAMS, Accredited Asset Management Specialist through the College for Financial Planning
  • Past Professor at Detroit College of Business
  • Has done numerous daily market commentaries for radio stations throughout the state of Michigan
  • He has appeared on several local newscast programs to discuss the market and the impact on the general community
  • He does private corporate financial analysis counseling including cash flow and expense containment
  • Sits on various non-profit boards
  • He holds a FINRA Series 7, 9, 10, and 63 Securities Registrations as well as Life and Variable Contracts Insurance Licenses in numerous states
  • FINRA Dispute Resolution Arbitrator as of January 4, 2012
  • Terry is a registered representative of H. Beck, Inc.
  • Mark L. Smith, Financial Advisor

    Mark joined the firm in 2006 and brings over 20 years of practical business and management experience to the Team and clients alike. Mark was born and raised in Minnesota and attended the University of Wisconsin-Eau Claire. Mark began his business career in the construction boom of Alaska in the early 80’s. Mark would eventually become a facilities manager and director, overseeing the day-to-day operations of organizations with multiple physical properties. Mark’s career path took he and his family to assignments in Alaska, Washington, Minnesota, Ohio and ultimately to Michigan, where he eventually became the general manager of an automotive related manufacturing facility. Mark’s strength in the financial industry is relationship building with clients – helping them develop an overall financial strategy that will last their lifetime and hopefully into the next generation. Mark is a FINRA Series 7 and 66 registered Financial Advisor, holds a FINRA Series 31 in Futures Managed Funds, and is Life, Health, Medicare and Variable Contracts licensed as well. Mark is a registered representative of H. Beck, Inc.

    Robert Dorman, Financial Consultant

    Robert has been in the financial industry since 1983. Prior to being in the financial industry Robert worked for GM Truck and Coach in Pontiac, then he transferred to Detroit Diesel Edison where he was head of production scheduling and a supervisor. Robert left GM after working there for 8 years to start his own business. Robert owned and operated Dorman’s Fire Protection for 6 years.

    After Robert sold Dorman’s Fire Protection he started his financial career at Roney & Company. After spending 5 years with Roney and Company, Robert made the switch to First of Michigan. Robert started First of Michigan as a broker, but was soon moved to a manager. He managed both the Clarkston office and the Rochester office. Robert later became the manager of four offices in the Grand Blanc and surrounding areas, which is where Robert met Terry. After First of Michigan was bought out Robert joined the firm Hilliard Lyons, where he was the Office manager. In 2009 Robert joined back with Terry on the Independent side of the financial industry at RLM Financial Services.

    • Robert was a member of the United States Air Force.
    • He received his undergraduate degree at Farris State University.
    • He did his graduate work with Michigan State University and the University of Michigan Ann Arbor.
    • Completed a course of study at the Securities Industry Institute through the Wharton School of Business.
    • He is a past professor of the Michigan State University and Oakland University.
    • He holds a FINRA Series 7, 8, and 63 Securities Registrations.
    • FINRA Dispute Resolution Arbitrator as of January 4, 2012.
    • Bob is a registered representative of H. Beck, Inc.

    Robert A. Uptegraff, Jr.

    Robert joined RLM Financial Services with 28 years of experience in financial consulting & Advising. He studied at the University of Michigan for his BBA-Finance; Michigan State University for his MBA-Finance; and the University of New Orleans for his Ph.D. in Financial Economics. Robert’s career led him to serve as Vice President-Finance and Chief Financial Officer of Rob-Lee Inc. where he ran all financial operations of the firm. Robert’s career interests also entail the world of academia as he is a Special Instructor of Finance for Oakland University. Past ventures include working for the Michigan State Governors Council for Physical Fitness and creating his own consulting firm Faccec, Inc. As such, the realm of Robert’s career spans the publicly held corporate sector, non-profit sector, financial sector, and academia. Robert specializes in financial markets, monetary policy, government fiscal policy, and their interactions and effects on client investments and strategies. Robert is a FINRA series 7 and 65 registered Financial Advisor and holds licenses in life and health insurance, variable contracts, and property & casualty insurance. Robert is a Registered Representative of H.Beck, Inc.

     

                                                                           Check out the background of these financial professionals on FINRA's BrokerCheck

    Securities offered through H.Beck, Inc. Member FINRA & SIPC.
    H.Beck, Inc. is unaffiliated with RLM Financial Services, Inc.

    Copyright 2012 © RLM Financial Services, Inc. All rights reserved.
    11225 S. Saginaw St, ste 7 Grand Blanc, MI 48439  *  (810) 694-1120

    We currently do business in the following states as Security Representatives:
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    This is not an offer to sell or solicit securities or insurance in any state or jurisdiction.

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