Advisor profile


What you can expect when you work with me

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.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Eastern Michigan University

Awards & recognition

  • Beatty, Betts & Associates, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Interests

I'm incredibly blessed and grateful to be with my wife, Janelle, for the past 12 years and a dad to our two-year-old son, Cannon. We have lived in and owned multiple businesses in Lapeer, MI since 2015 and are proud to be a part of the community.

We enjoy going to community events, being outdoors and finding fun things to do to make memories with family and friends.