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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Christian Financial Strategies
  • Charitable Giving
  • Insurance
  • Intergenerational Planning
  • Small Business
  • Retirement Plan Distribution


  • MBA


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

Community participation

  • Focus Hope
  • Greening of Detroit
  • Walsh College Alumni
  • Serve on the Foundation Board for Walsh College
  • Make-A-Wish Foundation
  • Salvation Army
  • Forgotten Harvest


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