Advisor profile


My approach

My mission is to excel at working together with my clients and their families to help them confidently set and plan to achieve life goals, protect assets, and ultimately leave the legacy of their choosing. I am proud to make a difference in my clients’ lives.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Small Business
  • Retirement Plan Distribution
  • Investments
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA

Education

  • MBA, 2009, International Business, Walsh College, Troy, MI
  • BBA, 2003, Finance Investment, Walsh College, Troy, MI

Interests

  • Playing Softball, Soccer
  • Sports
  • Snowmobiling, Skiing, Golf, and Biking
  • Family
  • Travel

Community participation

  • Focus Hope
  • Greening of Detroit
  • Walsh College Alumni
  • HAVEN
  • Make-A-Wish Foundation
  • Salvation Army
  • Forgotten Harvest

Awards & recognition

  • Five Star Wealth Manager, 2015 & 2016