

Financial Planning to pursue Financial Freedom
Investment Services Designed Just for You
At Team One Investment Services, we're committed to helping you achieve your financial objectives. Our partnership with LPL Financial provides access to a wide range of investment products and strategies tailored to your unique situation. Our team of experienced advisors is dedicated to delivering exceptional service and guidance every step of the way.
Professional Investment Services
Our Investment Services team offers a range of services designed to help you seek your long-term financial objectives. Some of the services they provide include:
- Retirement planning
- Investment strategies
- College savings plans
- Financial management
- Strategies focused on growing your wealth
- Insurance
- Guided Wealth Portfolios (self-directed investments)
What sets our Investment Services team apart is their personalized approach. Because they don't offer proprietary investment products, they can provide guidance based on thorough market research, always putting your best interests first.
Meet Your Investment Team
Our Investment Services team is comprised of professionals with years of experience, advanced degrees, and national accreditations. They are available to meet with you at your convenience within our branch locations or schedule a call to discuss your financial goals.

In 2019, Dimitri was recruited by Independent Bank to establish and grow its Wealth Management program in Southeast Michigan. Over a five-year period, the program flourished, surpassing $55 million in assets under management (AUM) despite the challenges posed by the COVID-19 pandemic. From his experience with JP Morgan Private Bank, he collaborated extensively with commercial banking, business owners, and 401(k) plans, including managing the State of Michigan’s workers' compensation fund.
With over a decade of experience in wealth management and a client-centric approach, Dimitri prides himself on delivering tailored, comprehensive financial solutions. In 2024, he affiliated with Retirement Strategy Centers, a leading branch of LPL Financial, the #1 independent broker-dealer in the nation*. LPL Financials independent platform allows Dimitri to leverage in-depth research and professional resources to serve his clients' diverse needs, free from proprietary product constraints.
A Michigan native and first-generation Greek American, Dimitri holds a bachelor’s degree in finance from the University of Michigan-Flint School of Management. He resides in Royal Oak, MI, with his wife Brittany, their three children, and their mini golden doodle Belle. In addition to his professional pursuits, Dimitri is actively involved in his community as a member of Saint Nicholas Greek Orthodox Church and the Detroit Economic Club. He also enjoys traveling with his family and coaching youth hockey, soccer, and basketball.
*Based on total revenue as reported by Financial Planning magazine, June 1996-2024.
To get started on your customized investment plan, simply email our Investment Services team or call 888.674.2848 to schedule a no-cost, no-obligation meeting. Our advisors are eager to work with you to pursue your financial goals.
Choose Team One Credit Union for Your Financial Partner
- No proprietary products mean no conflicts of interest, giving you confidence that recommendations are made solely in your best interest.
- Respected, independent research ensures that our advisors have access to the latest insights and information.
- Innovative technology and ongoing training enable our advisors to stay ahead of the curve and provide professional guidance.
