Robert A. Hardies, CFP, MS, ATP
President & Chief Executive Officer

Bob is President, Chief Executive Officer and the driving force behind Financial & Portfolio Advisors, Ltd. He is a Certified Financial Planner  and Accredited Tax Preparer (ATP), in addition to being an HS Dent Charter Member / Master Certified Advisor and an Ed Slott Master Elite Advisor.

Bob’s professional credentials also include: Registered Representative of Sigma Financial Corporation, Member FINRA, Inc. SIPC. He holds a Series 7 General Securities license, a Series 63 Uniform Securities License, and a Variable Contracts license.

With clients in a number of states, Bob is licensed for securities in Alabama, Arizona, California, Florida, Kentucky, Michigan, New Jersey, Pennsylvania, Texas, Virginia, and Washington, D.C. He also holds life, accident, and health insurance licenses in Alabama, Arizona, Florida, Michigan, New Jersey, and Texas.

In addition to being a member of the Financial Planning Association (FPA) and the National Society of Accountants (NSA), Bob is a licensee of both the Certified Financial Board of Standards and the Accreditation Council for Accountancy and Taxation (ACAT).

Bob spent his formative years in Royal Oak, Michigan. He graduated Magna Cum Laude from Western Michigan University where he earned a Bachelor’s degree in Business Administration, majoring in Industrial Marketing with minors in Law and Computers. He later received a Master of Science degree specializing in Estate Planning & Taxation from the College of Financial Planning in Denver, Colorado.

With a strong belief in educating clients and consumers, Bob regularly serves as a guest speaker on a wide variety of financial topics for various groups and organizations.

Bob is an active member of the Rotary Club of Livonia. He resides in Northville Township, Michigan. His many interests and hobbies include camping, hiking, fishing, boating, tennis, reading, old time radio, traveling and photography. He is a dog lover with a special fondness for American Cocker Spaniels.

Daniel S. MacIver
Registered ParaPlanner

Dan provides the vital support that enables F&PA to optimally serve our client base. After joining the company in 1995, Dan earned his Registered ParaPlanner  Certification in 1998 from the College of Financial Planning. He is on track to receive his Securities and Insurance licenses.

With Dan managing the daily operations of the firm, there is always someone knowledgeable on hand to respond promptly to our clients’ needs. He is equally at ease working behind the scenes to prepare financial plans and tax returns or meeting directly with clients.

Dan lives in Redford, Michigan with his wife Veronica and their three children, Kameron, Ashlyn and Marissa. He enjoys spending time with family, camping and playing sports, including baseball and golf. Over the years, he has volunteered his time to numerous community groups, from the Boy Scouts of America (Pack 279) to coaching Little League baseball teams. He currently serves on the Executive Board of Directors and as Treasurer for Redford Little League.

Larry Davis
Investor Relations Professional

A member of the F&PA management team since 2007, Larry fills the key support role of Investor Relations Professional. As such, he is responsible for managing client work flow, which involves everything from staying in constant touch with clients and scheduling meetings to assisting with meeting preparation and planning client events.

Larry’s experience in the financial services field includes the position of Vice-President of Operations for a financial firm in Troy, prior to joining F&PA.

With his wife Pat, Larry enjoys remodeling his home in Livonia, Michigan and serving as Treasurer of his homeowners association. Between them, Larry and Pat have four children and five grandchildren. In his leisure time, Larry enjoys golf, reading and fine cigars. In the past, he was actively involved in the Michigan Jaycees and served as the organization’s Chaplain for the State of Michigan in addition to being awarded a Senatorship from his local chapter. He is currently an active member of the Rotary Club of Livonia and serves on the Board of Directors.

Ashley Wilson
Receptionist/Administrative Assistant

Ashley is the cheerful, upbeat person who greets you when you visit or call our office. Since joining our staff in early 2010, Ashley has quickly become proficient in performing numerous administrative tasks and is eager to continue growing with the company.

Ashley lives in Taylor and is a student at Henry Ford Community College. As a pet owner, she loves cats and dogs along with gardening, shopping, spending time with family and watching movies with her husband, Justin.

N. Ann Hardies
Director of Corporate Affairs

As F&PA’s Director of Corporate Affairs since 1994, Ann’s primary responsibility is planning client events and making sure every detail is taken care of. Her ability to tend to the small touches while focusing on the “big picture” helps us make our investors’ experience a more enjoyable one.

Prior to joining our firm, Ann was a registered nurse, a career that included 26 years as the PM shift supervisor at Cambridge East Nursing Center in Madison Heights, Michigan. She is the surviving widow of Robert Hardies (Bob’s father) whom she met at Camp Shelby in Mississippi during World War II when she was a USO volunteer. After the war, she moved to Michigan with her husband, and resides today in Northville Township.

Ann enjoys good conversation and social interaction, reading and listening to the radio—which she credits with helping her keep abreast of politics, news and current events.