Advisor profile

Our approach

You’ve built your wealth; we help make it architecturally sound for the future. This includes:

· preservation

· income distributions

· tax control strategies

· family legacy planning

· proper investment allocation

We regularly adjust for a changing economic backdrop, such as:

· rising inflation

· market volatility

· rising interest rates

· geopolitical uncertainty

Our team is comprised of five experienced individuals, working collectively, to provide you an individualized experience.

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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

  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 Securities & Series 65 Licensed, Life and Variable Annuities Licensed


  • Masters Degree in Behavioral Psychology, Eastern Michigan University, 1973-1977
  • Bachelor Degree in Psychology, Eastern Michigan University, 1970-1973

Awards & recognition

  • Cousino, Moyer Retirement Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Cousino, Moyer Retirement Group, Ameriprise Client Experience Award, 2021-2022

Professional associations

  • Rotary International President of Grosse Ile Rotary Club

Previous experience

  • Vice President, Financial Advisor, J.J.B Hilliard, W.L.Lyons, LLC, 02/1999-02/2015, Trenton MI

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Cousino, Moyer Retirement Group on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Grosse Ile Rotary Club Member
  • St. Paul Lutheran Church, Trenton MI


I live on lake Erie and am really into boating.

Volunteering at my local Rotary club is a big passion of mine.

The past 20+ years I have been really enjoying raising my two kids, but my youngest is just graduating.