Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • Baseball, Basketball, Football (GO BLUE), and Softball
  • Volunteering and helping as Assistant Coach for Children's School Sports Programs
  • Boating and Swimming
  • Vacationing in Northern Michigan with my Family
  • History

Community participation

Forgotten Harvest of Oak Park Michigan

Gleaners of Southeastern Michigan

US Marine Corp Toys for Tots of Southeastern Michigan