Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Business Retirement Plans
  • Small Business
  • Social Security Retirement Benefits
  • Investments
  • Charitable Giving
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Community participation

Best and Brightest Companies to Work For® in the Nation 2020.

West Michigan’s Best and Brightest Companies to Work For® 2017, 2018, 2019, 2020 and 2021.

This award recognizes companies for their human resources practices and commitment to their employees.

  • Big Brothers Big Sisters
  • YMCA of Northern Michigan
  • Rotaries of Petoskey, Alpena and Harbor Springs
  • Petoskey Area Hockey Association
  • Salvation Army Angel Tree Toy Drive