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

  • Investments
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Recognized via "FIVE STAR: Best in Client Satisfaction Wealth Managers list in "Hour Magazine" and "DBusiness Magazine"
  • MBA in Finance, Indiana University - Kelly School of Business, Bloomington, IN
  • Masters of Professional Accountancy, Walsh College, Troy, MI
  • Bachelors Degree - Marketing, Western Michigan University

Education

  • MBA in Finance, Kelly Graduate School of Business, Indiana University, Bloomington, IN
  • Master of Science in Professional Accountancy, Walsh College, Troy, MI
  • BBA in Marketing, Western Michigan University, Kalamazoo, MI

Interests

  • Keeping abreast of market trends and new investment opportunities
  • Proud Parent: Nicole and Jason. Jason's lovely wife is Liana. Proud grandparent of Emmett & Henrik.
  • Wife - Tina, a dedicated high school educator, now retired.
  • Enjoy spending time with family and friends (including our puppie "Flynn", who joined our family in June of 2021)
  • Working Out
  • Vintage Cars (especially 1960's & 1970's era)
  • Travel
  • Projects around the house

Community participation

Flynn, October of 2021 (at 6 months)
Flynn, October of 2021 (at 6 months)
  • Orion Area Chamber of Commerce: Former Board of Directors Member & Networking Committee Chairperson
  • Bridges of Hope Supporter
  • Proud to have been a Salvation Army Bell Ringer during 2019 & 2020 Holiday Fundraising Drive
  • Golden Retreiver Rescue League
  • Gleaners Food Bank - Volunteer
  • Sunrise Networking Group

Professional associations

  • Orion Area Chamber of Commerce
  • Construction Association of Michigan
  • Sunrise Networking Group

Previous experience

  • Financial Advisor, UBS Financial Services Inc - Birmingham, MI., 2005-2009
  • Institutional Bond & CD Specialist, Multi-Bank Securities - Pleasant Ridge, MI., 2004-2005