Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


I enjoy spending time with my wife, Margaret, my son Connor, and my daughter Sarah. We love to travel with family to Disney and Michigan to enjoy the outdoors. When I am not taking care of and enjoying time with my children (which, with Connor 14 and Sarah 12 is pretty much all the time) I love to run, work out with my trainer, and watch college basketball.