Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA Charterholder

Education

  • B.S., Finance & Business Economics, Wayne State University

Interests

  • I enjoy the outdoors and spending time with family
  • I design and build custom furniture as a hobby
  • I also enjoy exercising, fishing, wakeboarding and reading

Community participation

  • Boy Scouts
  • Michigan Humane Society
  • Gleaners Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2010

Professional associations

  • Member, CFA Society of Detroit
  • Member, CFA Institute