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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • SIE - Securities Industry Essentials Examination
  • PC - AMEX Put and Call Exam
  • Series 1 - Registered Representative Examination
  • Series 53 - Municipal Securities Principal Examination
  • 24 - General Securities Principal Examination
  • Series 4 - Registered Options Principal Examination

Interests

Away from the office, I like to spend time with family and friends, especially on the golf course. I am a rabid ice hockey fan, long-term Detroit Red Wings season ticket holder, former coach and board member of the Ted Lindsay Foundation. I am also a frequent concertgoer and a better dancer than you might guess.

Community participation

  • National Day of Service
  • Gleaners Food Bank in Oakland County

Awards & recognition

  • Five Star Wealth Manager, 2012 , 2014 - 2017
  • Powell Consulting Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Wells Fargo Advisors, Managing Director, Investments, Branch Manager, Senior PIM Portfolio, 2013-2019
  • Morgan Stanley, Branch Manager, Senior Vice President, Senior Portfolio Manager, 2009-2013