Team profile


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We 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 we 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

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Community participation

  • Fremont Chamber of Commerce
  • Grand Rapids Chamber of Commerce
  • Mt. Pleasant Chamber of Commerce
  • Rockford Chamber of Commerce
  • Muskegon Chamber of Commerce
  • Greenville Area Chamber of Commerce