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.

Get started

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

  • BS in Finance, Michigan State University, 2011
  • MBA with Finance Concentration, University of Michigan Ross School of Business, 2018

Previous experience

  • Wipro Business Consulting Manager, 2018-2025
  • Ford Motor Company Treasury Analyst, 2012-2018

Interests

I was born and raised in the Detroit area and other than a stint in Chicago have lived here my entire life. My wife and I currently reside in Plymouth, MI and enjoy getting outdoors and enjoy a round of golf or game of pickleball. In addition to this, I love to support all of our professional and college sports teams locally and am excited to see some of the positive winning changes taking place! We love Michigan summers however do enjoy getting out to travel domestically and internationally.  So far we've been to 25 countries and am excited to keep adding to the list!