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

Areas of focus

  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63 & 65

Education

  • BS Industrial Management Engineering - De La Salle University
  • MBA University of Michigan - Ann Arbor

Interests

I love traveling with my wife Eve. We recently spent a two days in Hong Kong before spending a couple of weeks visiting with family and friends in the Philippines.

I really enjoy volunteering in the community.

When I have time I really like to golf and play pickleball, badmitten and racquetball.

Community participation

Michigan Philharmonic Orchestra

Auxiliary to the Philippine Medical Association of Michigan

Volunteer at Forgotten Harvest packing food for the less fortunate

Professional associations

  • University of Michigan Alumni
  • De La Salle University Alumni

Previous experience

  • Raymond James, Financial Advisor, Associate Vice President, 1994-2016
  • Merrill Lynch, Financial Consultant, 1989-1994