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
46
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • Series 7, 63, 65 Securities Licensed
  • Life, and Variable Annuity Licensed

Education

  • Bachelor of Arts Degree in Finance from Michigan State University

Previous experience

  • Executive Director at Oppenheimer & Co. Inc., 2007-2014
  • Executive Vice President at Ferris Baker Watts, 2002-2007
  • Vice President at Merrill Lynch, 1990-2002

Community participation

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

Interests

Like many of us I love food and cooking. My wife is a talented interior designer and part of her creativity comes into the kitchen. We love to create new dishes and anticipate how different ingredients come together in a meal. We also love to entertain friends and family.

Another area that gives me incredible joy is my grandchildren. As a father of two boys, we are blessed to have 2 granddaughters now and love the ability to spoil them and give them back. Friends told us that having grandchildren was even better than having kids, and they were right. On October 4, 2015 we were blessed with our third--this one a boy. More fun ahead!