SAA Financial is a second generation family-owned, relationship-driven organization. Our advisors are highly credentialed and experienced, and are dedicated to managing all aspects of client accounts. Meet the principals of SAA Financial…

Marc Bullock

Investment Advisor saa1_rMarc Bullock is an Investment Advisor Representative, Registered Representative and a Principal of SAA Financial. A retired Marine Corps officer, Marc knows what it means to serve others by putting their needs first. He takes great pride in helping his clients navigate the daunting task of retirement planning and achieve their financial goals. After retiring from the Marine Corps as a decorated infantry officer, Marc joined his brother in the family business of providing comprehensive investment management solutions for the residents of Metro Detroit. He is a trusted advisor who helps clients reach their long-term financial objectives through honest, personalized advice and professional portfolio management. Marc takes his responsibility as a fiduciary seriously, only making recommendations that he feels are in each client’s best interest. Marc holds Series 6, 63 and 65 securities licenses and has a Bachelor of Arts from Norwich University. He lives in Huntington Woods, Michigan with his wife, Holly, and their four children, Gracie Marie, Liam, Nathan and Henry. To request a complimentary consultation with Marc Bullock, please call our offices at (248) 283-1870 or submit your request here.

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Tim Bullock

Investment Advisor saa4_rTim Bullock is an Investment Advisor Representative, Registered Representative and a Principal of SAA Financial. He is a veteran in the financial services industry with more than 20 years of experience, and has been intimately involved in all aspects of the investment advisory firm. Tim started his career as a financial assistant working for his father at PaineWebber, Inc. and then Prudential Securities, Inc. where Tim completed his licensing and formal training. Over the next 20 years, the father-son team grew the family business into a successful independent investment advisory firm. That company has grown into what SAA Financial is today. After his father retired in 2012, Tim maintained the family focus of the company by partnering with his brother Marc. In his role at SAA Financial, Tim oversees client relationship management for the firm and plays an important role in business operations and development as well. Tim has a Bachelor of Arts from Wheaton College, holds Series 7, 63 and 65 securities licenses and is licensed in Life, Health and Variable Annuity insurance. He and his wife, Jackie, and their twins, Johanna and Benjamin, enjoy spending time with their German Shepherd, Panzer, and participating in outdoor activities including hiking, camping, boating, snowmobiling and fishing. To request a complimentary consultation with Tim Bullock, please call our offices at (248) 283-1870 or submit your request here.

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Dave Martin

Office Manager saa7_rDavid Martin is the Office Manager at SAA Financial and plays a critical role helping the company provide the highest level of service to its clients. By interacting with clients regularly and acting as their point of contact whenever administrative needs arise, David has developed strong, meaningful relationships with each of the clients the company serves. David has a long history of client service and attention to detail. Before joining SAA Financial in 2008, David worked at IBM and Ameritech in project management. He is a graduate of Oakland University with a Bachelor of Science in Human Resources, a degree that has served him well in his current role. David lives in Royal Oak, Michigan, enjoys spending time on Michigan’s west coast, and supports many animal welfare organizations.