Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. Economics - Wayne State University

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2021

Community participation

St. Jude Children's Hospital

Gleaners Food Bank - Oakland County, Michigan

Forgotten Harvest - Detroit, Michigan

Leukemia & Lymphoma Society

Interests

  • Family Vacations
  • Running Marathons
  • Hiking
  • Mountain Biking
  • Downhill Skiing
  • Health and Wellness