My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • I am a strong advocate for Veteran's benefits.
  • I am the past Chair of US Navy Recruiting Distrcit Adv. Council.
  • I enjoy fishing for Salmon on Lake Michigan.
  • I enjoy fishing for Walleye in Canada.
  • I am the Grand Knight for Holy Trinity Knights of Columbus, Council 15548
  • I am a Fourth Degree Knight of the Knights of Columbus.

Community Participation

  • I have co-chaired the building fund for Holy Trinity Church.
  • I have raised money for MDA and Jerry's Kids.
  • I have worked closely with Make a Wish Foundation.
  • I support the West Michigan Blood Bank (4.3 gallons).
  • I support Catholic education events in West Michigan.
  • I support our sister parish in Haiti (La Goanauve, Haiti).
  • I help arrange Blue Angels back seat rides for the community.
  • I help lead the USN SEAL Fitness Challenge and USN Open House

Experience

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Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Qualifications

  • Series 9, Options
  • Series 10, Municipals
  • Series 24, General Securites
  • Series 7, Registered Representative
  • Series 65, Investment Advisor
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Professional Associations

  • Past member, Board of Directors Ronald McDonald House
  • American Legion
  • US Navy, Engineering Officer of the Watch, Nuclear Power Prop.
  • US Navy, Command Master Chief, Retired
  • Veterans and Military Families of Michigan
  • US Navy West Michigan Recruiting District Advisory Council
  • Past member, Board of Directors Lakeside Heritage Museum
  • Member, Ronald McDonald Legacy
  • Disabled American Veterans

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