Advisor profile


My approach

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Areas of focus

  • Small Business
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA Accounting and Finance, Olivet College, Olivet, MI

Previous experience

  • Senior Vice President, Investments, D.B. French & Co, LLC, 2014-2019