Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor's of Business Administration, Northwood University

Previous experience

  • Merrill Lynch, 1988-2017

Community participation

Recipient - President's Volunteer Service Award, 2011-2013

Awarded - Certificate of Special Congressional Recognition, 2011

Bestowed - Chairman Emeritus, Macomb Health and Fitness Foundation, 2013

Interests

Family

Community Participation

Health and Fitness

Running Marathons