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

  • Investments
  • Retirement Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63, 66 Securities Licensed
  • Life, Accident and Health Insurance License

Education

  • BA BS, Western Michigan University, Kalamazoo, MI

Interests

I really enjoy spending time with my beautiful wife Jill and my children Jacqueline & Brock. I also like spending time with friends, going to sporting events, weight training, and playing Golf.

Community participation

Volunteer Coach for Goodrich Youth Soccer Club

Parishioner of St. John's Catholic Church

Volunteer Habitat for Humanity

Volunteer The Food Bank of Eastern Michigan