Our Approach

It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and how they impact their entire financial situation.


Background and qualification information is available at FINRA's BrokerCheck website



123 S. Second Ave, Alpena, MI 49707

928 West Columbia Avenue, Battle Creek, MI 49015

333 Bridge Street NW, Suite 200, Grand Rapids, MI 49504

10555 US Highway 23 South, Ossineke, MI 49766

600 Charlevoix Ave, Petoskey, MI 49770

7130 S. Westnedge Ave, Portage, MI 49002

13919 S. West Bayshore Drive Suite 105A Traverse City, MI 49684


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