My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

Spending time with my wonderful family: Wife Linda and daughters Alexandra and Amanda. Scuba diving, golfing, camping, water-skiing, snow-skiing.

Experience

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Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Family Finances

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • RICP®  Retirement Income Certified Professional®
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Education

  • BS in BA, Personal Financial Planning. Central Michigan University 1998

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