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
10
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
  • 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.