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

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S.B.A. Lawrence Technological University 1989

Interests

I enjoy spending time with my wife, Donna and our pets.

We enjoy camping and family activities.

I also enjoy golf and bowling. In 2012, my bowling team became MSBA State Champs!

I root for our Detroit sports teams.

Community participation

Professional associations

  • Sterling Heights Chamber of Commerce