Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans




  • Walsh College of Accountancy and Business Administration
  • Bachelor of Business Administration
  • 1993-1995

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • The Demps Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024

Professional associations

  • Walsh College Alumni

Previous experience

  • Morgan Stanley - Financial Advisor -Rochester MI, 2003 - 2017

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, The Demps Wealth Management Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Coach recreational youth soccer


Walks with my wife Joann and dog Sonny


Walks on the beach

Spending time with family