Individuals and Families:

I am passionate about working with clients to help them meet their financial needs and plan for the future. We work together to design a personalized financial plan based on their life goals and entire financial picture including cash reserves, investments, protection, taxes.

I offer a broad range of financial products and services including my comprehensive financial planning approach, mutual funds, annuities, certificates, insurance, as well as full service brokerage.

I am licensed in MI, AZ, CA, FL, IL, IN, MD, PA.

Organizations:

Revenue opportunity programs:

• Community Connections: donations and fundraising opportunities (non-profit), business services and gift cards (for-profit).
• Professional Alliances: CPAs, tax professionals, attorneys, P&C insurance agents, and sports agents.

Employee benefits:

• Retirement Plans: Defined Contributions, Defined Benefits, IRA-based.
• Workplace Financial Education.
• Group College Savings Plan.