Advisor profile

What you can expect when you work with me

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.

Get started
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Education

  • Bachelors of Business Administration, Eastern Michigan University 1998-2003

Interests

I enjoy time with my wife Jill and 3 girls Madilyn, Natalie and Vivian.

I enjoy taking my girls swimming at the indoor rec center and especially to the new outdoor pool we have in Fairfield.

I enjoy running on the trails we have in Fairfield. I occasionally run a 5k

I enjoy taking my girls to the beautiful parks we have in Jefferson county.

My photos

1 albums
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