My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

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

Interests

  • I enjoy spending my free time with family, friends, running, triathlons and other outdoor activities.
  • I am involved in numerous community events to help those in need.

Community Participation

Flushing Rotary Club

Flushing Chamber of Commerce

Team Ben Charity Co-Founder

Flint Children's Museum

Experience

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Areas of Focus

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Education

  • BBA University of Michigan-Flint: Flint,MI

Previous Experience

  • Associate Director-Investments, Oppenheimer & Co. Inc, 2002-2012, Grand Blanc, MI.