My Approach

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and my background in retirement planning, I help my clients and their dependents take full advantage of their Social Security benefits. I collaborate with my clients to provide personalized, goal-based advice to help them gain financial confidence to live the full and rich life they’ve earned.

Interests

  • I enjoy Running
  • Spending time with my family
  • Love my dog!
15
Years of Experience ?

Areas of Focus

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

Awards & Recognition

  • Five Star Wealth Manager, 2015-16

Education

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

Files for Download

My Videos(2 videos)