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
  • Insurance
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Saving for Education
  • Domestic Partner Planning
  • Charitable Giving
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts- The University of Michigan Flint 1981

Interests

  • Spending time with granddaughter Mia.
  • I play several musical instruments including saxophone, bass guitar and percussion, play golf, and play basketball.
  • I enjoy attending concerts, plays, and musicals. I have attended over 1500 concerts and played in over 350 concerts.
  • Lastly but not least, I really love to write music.

Community participation

Charter member West Michigan Inforum

Awards & recognition

  • Protect.Grow.Give.®Riversource Life Insurance Company, 2012, 2013

Professional associations

  • University of Michigan Flint Alumni Association