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 Plan Distribution
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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.