Scott Chisholm, MBA

Independent Investment Advisor / Real Estate Manager / Chief Compliance Officer

Scott attended Eastern Michigan University and received his Undergraduate degree in Business Administration. While there, he was employed part-time by the University of Michigan as manager/technician of the student computing site. He began his financial career working for OLDE Discount Brokerage, Inc. in Detroit. At OLDE, he learned the fundamentals of the brokerage industry and gained valuable experience in trading operations, analyzing securities and servicing clients. He returned to Eastern and graduated with a MBA in Finance in 1995. While working on his MBA, he joined the partners of Chisholm and Dames in a supporting role doing firm operations. After earning his MBA, he took on an active role in stock analysis and portfolio management for Chisholm and Dames. Scott also oversees the real estate management of client’s investment properties.

Andrea D. Bernardini, AAMS

Independent Investment Advisor / Relationship Manager

Andrea attended Western Michigan University on a full basketball scholarship before graduating from Stetson University in December of 2000. While at Stetson University, she helped to create One Voice for Volusia , a non-profit organization for the Department of Juvenile Justice. After graduation, she was employed by Capital Resource Group to head the creation of the securities department. In 2002 she joined the investment firm of Charles Schwab as a Vice-President- Financial Consultant. Her responsibilities included the development of new clientele and the monitoring of portfolio management. She joined Chisholm and Dames Investment Advisors in the beginning of 2007. Andrea is an Accredited Asset Management Specialist through the College of Financial Planning with 10 years experience in the industry. She is a member of the Washtenaw Estate Planning Council, the Downtown Ann Arbor Rotary Club, and the New Direction Executive Board.  She is also Board President for Allen Creek Preschool and the Treasurer of the Board at the Wellness Community of Southeast Michigan.