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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant
  • PFS Personal Financial Specialist

Education

  • Northern Michigan University, Marquette MI, B.S., Accounting, 1991

Interests

  • Golfing
  • Running
  • Camping
  • Gardening
  • Reading
  • Traveling
  • Spending time with my family

Community participation

  • Huron Shores Golf Club Finance Committee and Member
  • Deckerville Education Foundation Board Member
  • Northern Michigan University Alumni Association
  • Deckerville High School Boys Track Coach
  • Deckerville Homecoming 5K Race Director
  • Sanilac County Child Abuse Prevention Council Member
  • Deckerville Community Development Corporation Junior Achievement Volunteer

Awards & recognition

  • Lackowski, Hanson, Long Group, Ameriprise Client Experience Award, 2020 and 2021