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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Family Finances

Interests

I have had life long love affair with all kinds of motorcycles.  I've been lucky enough to attend the Harley Davidson 100th Anniversary in Milwaukee, Laconia, Sturgis (to this day, Kim says it was the best vacation), and all over the State of Michigan. My most recent trip was taking my Indian Chieftan down to Florida on a solo ride. Great scenery and a great way to see it all.


I also enjoy golfing, listening to live music, and being active outside with Kim and my two teenagers.