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

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 9
  • Series 10
  • Series 24
  • Series 7
  • Series 65

Interests

  • I am a strong advocate for Veteran's benefits.
  • I am the past Chair of US Navy Recruiting Distrcit Adv. Council.
  • I enjoy fishing for Salmon on Lake Michigan.
  • I enjoy fishing for Walleye in Canada.
  • I am the Grand Knight for Holy Trinity Knights of Columbus, Council 15548
  • I am a Fourth Degree Knight of the Knights of Columbus.

Community participation

  • I have co-chaired the building fund for Holy Trinity Church.
  • I have raised money for MDA and Jerry's Kids.
  • I have worked closely with Make a Wish Foundation.
  • I support the West Michigan Blood Bank (4.3 gallons).
  • I support Catholic education events in West Michigan.
  • I support our sister parish in Haiti (La Goanauve, Haiti).
  • I help arrange Blue Angels back seat rides for the community.
  • I help lead the USN SEAL Fitness Challenge and USN Open House

Professional associations

  • Past member, Board of Directors Ronald McDonald House
  • American Legion
  • US Navy, Engineering Officer of the Watch, Nuclear Power Prop.
  • US Navy, Command Master Chief, Retired
  • Veterans and Military Families of Michigan
  • US Navy West Michigan Recruiting District Advisory Council
  • Past member, Board of Directors Lakeside Heritage Museum
  • Member, Ronald McDonald Legacy
  • Disabled American Veterans