Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • RICP® Retirement Income Certified Professional®


  • Bachelor of Arts in History---Aquinas College 1986
  • Bachelor of Arts in Philosophy--- Aquinas College 1986
  • Minor in Mathematics and in Social Science---Aquinas College 1986
  • Teaching Certification for the State of Michigan---Aquinas College 1991

Community participation

  • I enjoy my participation at Sacred Heart of Jesus Catholic Church.


  • I got married to my lovely and brilliant wife Teresa on June 1st 2019.
  • I have two wonderful daughters Hannah and Emma who are in their 20's and in April 2021 we had a beautiful son Giovanni.
  • I have a great love for playing organized baseball
  • Stamp Collecting
  • I have been to over 600 distinct craft breweries in the last four years