Planned Giving

Building client relationships based on trust is a guiding principle for Thomas Buhl, a co-founder and Managing Director - Investments for Legacy Wealth Management Group of Wells Fargo Advisors in Grosse Pointe. He oversees all team relationships and is particularly involved in managing the service that the team delivers to its clients.

Tom is a Wells Fargo Advisors Premier Advisor, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism. He uses his 20 years of industry experience, including roles with Merrill Lynch and UBS, to help clients manage their financial affairs with their long-term goals in mind.

Tom exemplifies the Buhl family name which has been an integral part of Detroit’s leadership history, including his great-great-grandfather who was mayor of Detroit in the 1800’s.

Tom serves in leadership roles on multiple boards, including the Detroit Historical Society, College for Creative Studies, Detroit Zoological Society, Henry Ford Health System, Community Foundation of Southeast Michigan and Buhl Sport. Outside of his work, he enjoys spending time with his wife Lindsey and their four children.

Jonathan M. Colman is a shareholder of the law firm of Barron, Rosenberg, Mayoras & Mayoras. He concentrates his practice in trusts and estates, with a specific focus on trust and estate disputes and complex administrations, as well as guardianship, conservatorship and other probate disputes. Jon has been listed in Best Lawyers in America® in the practice areas of Trusts & Estates, and Litigation - Trusts & Estates. He has also been named a Michigan Super Lawyer in the areas of Estate & Trust Litigation, Estate Planning, and Probate. He has also been recognized as a Top Lawyer by DBusiness Magazine for Trusts & Estates.

Jon is a graduate of the University of Michigan (B.A.) and Wayne State University Law School (J.D.) where he was both a Dean’s Scholar and Lombard Fellow. He is a member of the Probate and Estate Planning Section of the Michigan State Bar Association, the Section of Real Property, Trust and Estate Law of the American Bar Association and the Financial and Estate Planning Council of Metropolitan Detroit.

Jon has served in leadership roles with a number of civic and community organizations, including the Wayne State University Institute of Gerontology, Leaders for Kids and the Children’s Foundation’s Planned Giving Advisory Council.

William D. Gilbride Jr. is a Senior Counsel attorney in Miller Johnson’s Business practice group. He is an accomplished business attorney who has built a solid reputation resolving disputes before they reach a courtroom. He also is a seasoned litigator who has tried many cases in state and federal courts over business, contract, real estate and other matters. Will provides expert counsel regarding contracts, business and corporate law, real estate law, dispute avoidance and resolution, non-compete agreements, business torts, and zoning and land use law. He also handles patent, trademark and trade secret litigation. He also served as general business and legal counsel for many for-profit and not-for-profit organizations in such matters as mergers, acquisitions, work-outs, and stock, asset and share exchange transactions.

Will is a Fellow of the Michigan State Bar Foundation and the Detroit Metropolitan Bar Association. He also is an SCAO Supreme Court approved civil mediator and was inducted as a member of the American Board of Trial Advocates (ABOTA) based on his extensive trial experience.

Will received his Juris Doctorate from the University of Detroit and he received his bachelor’s degree from the University of Michigan. He was admitted to the Michigan bar and the federal bar for the U.S. District Court-Eastern District of Michigan in 1984, the U.S. Sixth Circuit Court of Appeals, and U.S. Tax Court in 1986.

Alec Hagen is a Certified Financial Planner™ with Lineage Financial Planners of Raymond James, a practice he runs with his partner David Kelly. Alec primarily works with business owners, special needs families, and corporate professionals on comprehensive financial planning. He started his practice eight years ago in Raymond James Birmingham office, formed Lineage Financial Planners with David Kelly in 2022, and now spends time between our Birmingham and Grand Blanc offices.

In addition to his practice, Alec also volunteers his time with non-profits. He is on our Fund Development Committee here at DHS, as well as the Board of Directors of the Autism Alliance of MI. Non-profit work has quickly become a large part of his life outside of work which he takes great passion from.

When not working or volunteering, you can find Alec on a golf course, the gym, or at a new restaurant in the Royal Oak area. He was born and raised in Royal Oak and currently lives in Clawson with his partner Jenna and their dog Ollie.

Nicole Holmes graduated from the University of Michigan with Bachelor of Arts degrees in History and Philosophy. She has been with Merrill Lynch for 25 years.

Nicole holds the designations of Certified Financial Planner® and Chartered Retirement Planning Counselor™. She is proud to have been recognized by Forbes as a Best in State Advisor 2019-2025, Best in State Women Advisor 2024 and 2025, Top 100 Women 2022, Best in State Teams 2024 and 2025. Barron’s named her Top 100 Women in 2019 and 2020, and Top 1200 Advisors 2020-2024. Financial Planning magazine named her Top 40 Under 40 2018-2021.

Nicole currently plays cello with the Grosse Pointe Symphony Orchestra, as well as serving on their Board. She is a Governing Member of the Detroit Symphony Orchestra, Founding Member of 100 Businesses Who Care, and a member of the National Association of Women Business Owners. Nicole funds an endowed scholarship program at Interlochen Center for the Arts, where she spent eight summers as a student cellist.

Nicole lives in Bloomfield Hills, Michigan and enjoys competing in triathlons, running with her dog Betty, and traveling in her free time.

Nicole Schmitt is a Banker at J.P. Morgan Private Bank, where she works closely with multi-generational families, business owners, and other wealth creators to design holistic strategies that address both sides of their balance sheets. With nearly two decades of experience in financial services, Nicole brings a dynamic and organized approach to helping clients achieve their short- and long-term goals. She partners with specialists across lending, investments, estate and legacy planning, insurance, and other sophisticated needs to deliver a personalized, boutique banking experience.

Nicole began her career at National City Bank, focusing on investment allocations and risk management. In 2010, she joined Fifth Third Private Bank, serving high- and ultra-high-net-worth clients throughout the greater Detroit area. Most recently, she worked at Morgan Stanley before joining J.P. Morgan to return to a more comprehensive, client-focused practice. Nicole is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor℠ designation.

A graduate of the University of Michigan–Dearborn, Nicole earned a double major in Biology and Secondary Education with a minor in Chemistry. Outside of work, she is a dedicated single mother whose life revolves around her children and their sports activities. She volunteers with her church, enjoys cooking, and practices yoga for health and balance.