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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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Investments
  • Financial Planning for Small Business
  • Estate Planning Strategies

Education

  • Northwood University 1991. BA in Marketing

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.

Interests

Spending time with my family takes up most of my free time. I have one child William who is attending CMU studying Economics/Financial Planning and I have two daughters still at home. I try to attend every gymnastic meet and lacrosse game the girls participate in. When I have extra time I enjoy mountain biking and I play on two men's ice hockey teams.

I also coach other Financial Advisors on subjects such as providing client service, managing their team, and ideas to improve their work/life balance.