Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Employee Stock Options
  • Retirement Income Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63, 65 Securities Licensed
  • Life, Accident and Health Insurance Licensed

Community participation

Our office volunteers at the Food Bank of Eastern Michigan, packing and weighing food for those in need.

Previous experience

  • WELLS FARGO ADVISORS, LLC, Financial Advisor, 2008-2015
  • A. G. EDWARDS & SONS, INC., Financial Advisor, 1986-2008
  • IDS FINANCIAL SERVICES INC. Financial Advisor, 1984-1986