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

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65 Securities Licensed
  • Life, Accident and Health Insurance Licensed

Education

  • B.S. Central Michigan University 1995

Interests

  • I enjoy spending time with my wife Kristine and son Luke.
  • I am the parish council president of Sts. Constantine and Helen Greek Orthodox church and am actively involved in many of the church organizations.
  • I enjoy gardening and love to be outside when the weather is nice.
  • I have been a Home beer brewer for over 20 years, a passion that I share with my younger brother Bill. We Brew about once a month and love to share our product with friends.

Community participation

  • Parish council President of Sts. Constantine and Helen Greek Orthodox Church Westland, MI
  • Member of the Sts. Constantine and Helen Mens Club
  • Member of Messinian Association of Michigan
  • Treasurer, South Lyon Football Boosters.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2017, 2021, 2022
  • Ameriprise Circle of Success, 2010

Professional associations

  • Central Michigan University Alumni

Previous experience

  • Financial Advisor- Associate Vice President at Ameriprise Financial Services, 1996-Current