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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor

Education

  • Bachelors, Marketing Northwood University, Midland MI

Awards & recognition

  • Frattallone Wealth Management Group, Ameriprise Client Experience Award, 2021

Interests

  • I enjoy spending time with clients on events such as Golf Outings & Fishing Trips
  • My wife Erica and I have four children. Dylan, Elyana, Max and Jace
  • I take significant interest in my clients lives and strive to positively impact them