My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Serve on the Board of Directors for Tipping Point Theatre in Northville, MI

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!