Advisor profile


My approach

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. I can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement®approach, we’ll work together to identify personalized financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA, Bachelor of Business Administration - Major Finance
  • Eastern Michigan University, Ypsilanti MI 48197

Interests

  • Spending quality time with my wife and son.
  • Improving my golf game - After 5 years of playing; I've developed a 14-handicap.
  • Traveling - My wife and I frequently visit Florida with our son; enjoy cruises as well.
  • Attending sporting events - Life fan of the Detroit Lions, Red Wings, and Michigan Football.
  • Festivals, local events, BBQs, and long evening walks.
  • Coaching - National Flag Football of Michigan & Saline Area Youth Baseball & Softball
  • Developing long lasting relationships helping clients.....

Community participation

  • Corportate Sponsor - Foundation for Saline Area Schools
  • Parishioner - St. Francis of Assisi Parish

Awards & recognition

  • Five Star Wealth Manager, Awarded 2014-2020

Previous experience

  • United States Army Reserves, Corporal, 1992 - 1998