Advisors
Blair Anderson
Managing Director
Mr. Anderson is a Managing Director and Partner at HighTower. Mr. Anderson was honored by Barron’s as one of the top 1,000 advisors in the United States for 2009.
“Every client has different financial needs. I develop financial plans for my clients that are structured specifically to meet those unique needs.”
Immediately following high school, Mr. Anderson began trading commodities through Lind-Waldock. With a desire to serve his country, he enlisted into the U.S. Army Airborne Rangers. After completing a successful tour and assisting in the capture of General Noriega in Panama, Mr. Anderson returned to Oak Brook, IL to continue his career in the financial industry.
Starting at Prudential Securities in 1992, Mr. Anderson received the Career Builder Award, acknowledging his top position in his class. After six years, he joined PaineWebber/UBS. Realizing the changing environment of Wall Street firms, Mr. Anderson joined HighTower in February, 2009 to provide his clients an unobstructed view of their financial landscape.
Mr. Anderson is the Senior Partner of the Anderson Wealth Management. Originally based in Oak Brook, IL and now Traverse City, MI, the Anderson Wealth Management has been managing clients’ assets for more than 20 years.
Mr. Anderson is active in community affairs. For the past five years he has served as Treasurer on the Board of Trustees for the Leelanau Outdoor Center. For five years previously, he served on the Board for Big Brothers Big Sisters of Northwest Michigan as President.
Donald W. Stellin
Financial Advisor
Donald W. Stellin is a Financial Advisor with the Anderson Wealth Management at HighTower Advisors. He comes to HighTower from Stifel Nicolaus where he was Vice President, Investments. He began his career with Merrill Lynch in Traverse City, Michigan as a financial advisor in 2000. Mr. Stellin appreciates the independent, open architecture offered by HighTower and believes it is the best platform for serving the needs and goals of his clients.
Mr. Stellin specializes in asset allocation strategy, investment manager selection and financial planning. He enjoys helping individuals, families and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized, dynamic financial plan. Once the financial plan is reviewed, an investment plan is developed in accordance with the client’s risk tolerance, time horizon and any other special circumstances. Upon agreement on the investment plan, the investment plan is implemented and then monitored over time, with strategic changes made as needed. Mr. Stellin seeks to manage risk and thinks in terms of risk-adjusted returns. In other words, he believes in striving for modest investment returns while taking on the least risk possible. He believes that investors should follow a comprehensive financial plan to increase the likelihood of meeting their near term, intermediate term and long term financial goals.
Mr. Stellin holds a BA from the University of Michigan at Ann Arbor. He advocates giving his time back to the community and actively serves several non-profits in the Traverse City area. Mr. Stellin serves on the board of directors of the University Of Michigan Alumni Club Of Grand Traverse, the Grand Traverse Lacrosse Association, Region III of the Central Division of United States Ski Association and the Grand Traverse Ski Club. Mr. Stellin is a certified ski coach with the United States Ski Association and serves as the Program Director and U.S.S.A. race coach of the Grand Traverse Ski Club. In addition to coaching ski racing, he also enjoys coaching youth lacrosse and football.
Mr. Stellin holds Series 7 and 66 licenses as well as Life and Health Insurance licenses.
Lynda Cosgrove
Financial Advisor
Lynda Cosgrove is a financial advisor for Anderson Wealth Management at HighTower. She brings 30 years of industry experience to her work in assisting her clients with their unique personal investment needs.
Lynda began her career at Thomson McKinnon Securities in Lima, Ohio, where she was a Client Associate. In 1977, she joined Thomson Investment Advisors in Columbus, Ohio, as an Executive Assistant where she spent 8 years. Lynda transferred to Traverse City in 1985 as a Registered Representative with Thomson Investment Advisors. In 1987 Lynda moved to Merrill Lynch, where she remained until 2004 when she joined the Anderson Wealth Management.
Lynda is married to Tom Cosgrove and they have enjoyed raising three sons. She serves with many local organizations including her volunteer position at Munson Medical Center with their Navigator Program. She and her family enjoy local sporting events along with traveling downstate to attend college and professional events and spoiling their grandchildren.
Lynda has her Series 7, 63 and 65 along with insurance licenses.
Andrew S. Chapman
Financial Advisor
Andrew Chapman is a Financial Advisor for the Anderson Wealth Management at HighTower. Mr. Chapman is proud to work helping clients navigate toward their financial goals. He began his career in finance with Smith Barney and then Morgan Stanley Smith Barney in Traverse City, Michigan.
Mr. Chapman is a graduate of University of Michigan in Ann Arbor. He is active in the Northern Michigan community; volunteering at the State Theater in downtown Traverse City, serving on the Board of Directors for the Traverse City Junior Golf Association as well as the Advisory Board of the Great Lakes Golf Academy.
Mr. Chapman holds the series 7, 66, and 31 licenses. He will complete his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011 to continue to better serve clients in all types of markets.
Kim Scherrer
Operations Manager
Kim is the Operations Manager for the Anderson Wealth Management at HighTower in Traverse City, Michigan. As Operations Manager, Kim oversees Client Service Associates on the Anderson Team and works with clients to assist with their financial needs. In addition, Kim is the direct contact for ultra high net-worth clients.
From 1998 to present, Kim worked with Blair Anderson at Prudential Securities and PaineWebber/UBS. Prior to 1998, she worked in payroll at the Dickinson County Road Commission and accounting at MJ Electric Company in the Upper Peninsula of Michigan.
As a native of Northern Michigan, Kim utilizes the changing seasons through camping, hiking, kayaking and snow-shoeing.
Kim is Series 7, 9, 10 and 63 licensed and holds Life and Health Insurance Licenses.
Lisa Arends
Client Services Associate
Lisa Arends, Client Services Associate for Anderson Wealth Management at HighTower Advisors, brings over 6 years of financial industry experience to the firm.
Early in 2007 Lisa joined the Anderson Wealth Management at UBS. Before this time, Lisa worked at Merrill Lynch as a Sales Associate. Lisa plays a critical role in the day-to-day operational needs of the Anderson Wealth Management clients.
Ms. Arends enjoys spending time outdoors with her husband and two children.