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My Approach

I'll help you analyze where you are today, help you clarify where you want to be in retirement, then collaborate with you to develop a financial plan that can help create an ever-increasing level of financial independence. We'll navigate toward a point where employment may become optional – freeing you up to choose a new career path, lend your expertise to a non-profit or simply pursue your dreams.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

I enjoy spending time exercising indoors and outside, from workout at the gym, to rock climbing, biking and swimming. My family time is very important to me with both of my brothers living in metro New York City, I visit frequently. Sports are a huge part of my recreational time whether playing or watching Detroit sports on TV. Lastly, I have a passion for traveling and would like to see as much of world as I possibly can. I have been blessed to have traveled to many place around the world and look forward to my next trip.

Community Participation

I have spent quite a bit of time over the past few years helping the Detroit Lion's Charities with fundraisers and different events from their annual Bocce Ball event in Lake Orion, Golf Outing in Dearborn and various events at Ford Field.

I am also an active member of the Holy Name Catholic Church Knights of Columbus and currently a trustee of the counsel. We actively raise money, clothes and food throughout the year with numerous events and for a variety of local charities.

Make a Wish Foundation and the Detroit Rescue Mission Ministries are 2 more organizations that I help when able with fundraising and volunteer time.

Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013

Qualifications

  • AWMA®, Accredited Wealth Management Advisor
  • CRPC®, Chartered Retirement Planning Counsler
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Education

  • University of Michigan -- BSE in Engineering: Concentration in Finance

Professional Associations

  • Financial Advisor Network
  • Wealth & Philanthropy

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.