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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13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Investments
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Financial Planning for Small Business

Education

  • BS in Finance, Oakland University, Rochester, MI

Community participation

I am a member of the Rochester Rotary Club, where we focus on our efforts fund raising to help local organizations. As a member of the Michigan Irish American Chamber of Commerce, I serve as Vice President, and we work together to advance the business, culture, education and civic welfare of the citizens of Michigan who are of Irish descent.