Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™

Education

  • Wayne State University BA Science & Finance

Awards & recognition

  • Five Star Wealth Manager, 2014-2019

Previous experience

  • Olde Brokers, Financial Advisor, 1991-1999
  • H&R Block Financial Advisors (Purchased Olde), Financial Advisor, 1999-2006

Community participation

Lutheran Social Services of Michigan, Foster parent

Gleaners Food Bank

Forgotten Harvest

Michigan Treasure Hunters Association

Interests

I enjoy outdoor activities such as fishing, canoeing, swimming and traveling and spending time with family.

I attend & am a proponent of fitness at the Powerhouse Fitness Center.