My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

  • University of Michigan-Dearborn BA, Economics 1980-87

Previous experience

  • Financial Advisor, Olde Discount Corporation, 1987-1992

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Member All Color Antique Tractor Club

Member National FFA Alumni Association

Interests

I have a farm where we grow pumpkins and other produce for sale at our local farmers market. We also raise chickens and have a few Llama's on the farm. I collect antique farm tractors & equipment which is used in growing the pumpkins and other produce.