My Approach

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Interests

  • I enjoy Running
  • Spending time with my family
  • Love my dog!
16
Years of Experience ?

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Investments

Awards & Recognition

  • Five Star Wealth Manager, 2015, 2016, 2020

Education

  • BBA, Finance, The University of Michigan, Ann Arbor, MI

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

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My Videos(4 videos)

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