Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Charitable Giving

Qualifications

  • Series 7Series 66 MI Life, Accident and HealthVariable Annuities

Education

  • Bachelor of Science in Accounting and Finance, Central Michigan University, Mount Pleasant, MI

Previous experience

  • Financial Advisor, Merril Lynch, 2019

Community participation

Trout Unlimited, Midland, MI Ducks Unlimited, Midland, MI