Mr. Pappas, president and founder of Pappas Financial has extensive experience in solving the unique problems faced by successful high net worth individuals, business owners, and corporations. His focus is on estate and business succession planning, retirement and investment planning, and executive benefit plans.
Mr. Pappas received his undergraduate degree from the University of Michigan and his M.B.A. from Michigan State University. He is a registered broker-dealer licensed with the National Association of Securities Dealers as well as a chartered financial consultant (ChFC) and chartered life underwriter (CLU). He is past president of the International Forum.
Mr. Pappas is a frequent guest speaker and lecturer and the author of several articles on various business and estate planning topics. His book,” Passing the Bucks,” is an informative and easy to read guide to business succession and wealth transfer planning.
Mr. Pappas has served on a variety of charitable boards in the Detroit community. He was the president of the United Jewish Foundation of Metropolitan Detroit from 2006-2009, has been the past chairman of the Allied Jewish Campaign, Detroit’s Endowment Committee, Bar Ilan University, The Weitzmann Institute and Friends of the Israel Defense Forces in the Detroit metropolitan area. He won the Frank A. Westman Leadership Award and in 1998 the Endowment Achievement Award from the Jewish Federation.