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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7, 9, 10, 63 and 65

Education

  • BS In Accounting & Sociology, University of Michigan

Professional associations

  • University of Michigan Alumni

Community participation

I volunteer at Gleaners Food Bank packing meals for the less fortunate.

Interests

My family and I enjoy our many trips to our cabin in Northern Michigan. We are able to enjoy the outdoors in the summer and the winter and get away together.

Watching my boys play their sports is a great pleasure for me. They both play year round in soccer and baseball.