Our Approach

It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and how they impact their entire financial situation.


Background and qualification information is available at FINRA's BrokerCheck website



123 S. Second Ave, Alpena, MI 49707

928 West Columbia Avenue, Battle Creek, MI 49015

333 Bridge Street NW, Suite 200, Grand Rapids, MI49504

600 Charlevoix Ave, Petoskey, MI 49770

7130 S. Westnedge Ave, Portage, MI 49002


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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)