Team Members

Ted Lakkides

Mr. Lakkides is founder and director of Cygnet Financial Planning, Inc.

A graduate of The Ohio State University, Mr Lakkides distinguished himself as a National Field Operations Analyst with Lever Brothers and as a Regional Sales Manager with the Arm & Hammer Company and ITT-Morton Frozen Foods before entering the financial services field in 1979.

Seeking to develop a business model that was centered on educating and helping people of all income levels without subjecting them to high pressure sales tactics or gimmicks, Mr. Lakkides established Cygnet in 1982. After years of study, field work and testing, Mr. Lakkides was awarded the Certified Financial Planner (CFP®) designation by the College of Financial Planning, Denver, CO, in 1989.

Mr. Lakkides is currently serving as the Director the Cygnet Institute of Personal Financial Literacy. The Institute is a non-profit organization that promotes economic and personal financial literacy. He is a founding member of the Michigan Jump$tart Coalition, a coalition of organizations that focuses on financial literacy among K-12 students, and also serves as Director of Adult Financial Literacy for the Michigan Council on Economic Education (MCEE).

Ted has served as part-time member of the faculty at Eastern Michigan University (EMU) teaching personal finance courses and is an adjunct professor in the CFP program at Walsh College.

Brian Lakkides

Brian Lakkides has been a financial consultant with Cygnet since 1992.

He is is also the founder and Managing Director of Fiduciary Firewall Consultingâ„  (“FFC”) and the National Director of Benchmarking Services for Fiduciary Plan Governance, LLC.

A graduate of Kalamazoo College (B.A., Economics, ‘92), Mr. Lakkides’ professional focus has been on advocating for the fiduciary standard while educating the sponsors and trustees of pension plans, trusts and foundations by serving them as an independent professional fiduciary. In 2007 Brian became one of the first two thousand professionals nationwide to receive the Accredited Investment Fiduciary® (AIF®) certification from the Center for Fiduciary Studies and fi360.

Serving as a speaker, writer and educator on fiduciary matters, his public contributions include:

  • External reviewer and contributor to the revision of the Prudent Practices for Investment Advisors Handbook and Prudent Practices for Stewards Handbook published by fi360 and the Foundation for Fiduciary Studies;
  • Co-Author: Service Provider Selection and Oversight - What Were You Thinking?  (published, Journal of Pension Benefits, Issue 19, vol. 3);
  • Speaker, contributing author, and fiduciary educator with Michigan Association of CPAs (MACPA)

Mr Lakkides resides in Milford, MI with his wife and 3 children where he is active in local community organizations. In his free time, Brian is an avid endurance athlete who has completed numerous marathons and triathlons, including Ironman Wisconsin.

 

Aaron Cary

Aaron Cary has been a financial consultant and investment advisor representative with Cygnet since 2012.

 

Other Team Members

  • Elaine Rogers
  • Maureen Shoemaker
  • Dawn Pace
  • Amanda Shelton

 

Contact Us

Headquarters:
4139 W Walton Blvd.
Suite D
Waterford, MI 48329
Phone: (248) 673-2900
Fax: (248) 673-5312

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© Copyright 2017 Cygnet Financial Freedom House Consulting, Inc. All Rights Reserved.

Cygnet Financial Freedom House is an independent Registered Investment Advisor (RIA) with the States of Michigan and Pennsylvania. Cygnet utilizes TD Ameritrade as an independent and unaffiliated custodian for client accounts. Securities offered through Triad Advisors, Inc., Member FINRA/SIPC.