My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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33
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.