Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Associate in Computer Science, 1977, Henry Ford Community College, Dearborn, MI


I enjoy spending time with family and friends as well as golfing, bowling and doing various projects around the house.

Community participation

  • Fallen & Wounded Soldiers of Livonia
  • Gleaners Community Food Bank
  • Seedlings Braille Books for Children

Professional associations

  • Oakland University, CFP Educational Component 2004-2006
  • CFP Board, CRPC Educational Component, 2009