Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 52, 63, and 65 Licensed
  • Accident and Health, Life Insurance, and Variable Annuties Licensed

Education

  • University of Michigan - BSA in Accounting & Finance

Interests

  • Summers at Burt Lake
  • Spending time with family and friends
  • Running, mountain biking, and traveling

Community participation

  • Support Livonia Chamber of Commerce
  • Volunteer Gleaners Community Food Bank
  • Support Burt Lake Preservation Association
  • Run the Susan G. Komen 5K Race for the Cure
  • Support Children's Leukemia Foundation of Michigan
  • Member of the University of Michigan Alumni Association

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015 and 2016
  • Ameriprise Circle of Success, 2015 and 2016

Professional associations

  • University of Michigan Alumni Association

Previous experience

  • Financial Advisor at OLDE Discount Brokerage, 1995-2001
  • Financial Advisor at H&R Block, 2001-2008