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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investments
  • Intergenerational Planning
  • Sustainable and Responsible Investing

Qualifications

  • Series 7 and Series 66 registered
  • Michigan LIfe, Accident, and Health licensed.

Education

  • Graduated with honors from Northwood University with a B.A. in Business Management

Awards & recognition

  • Five Star Wealth Manager, 2019
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Member of the Sterling Heights Regional chamber of Commerce

Community participation

My family regularly attends and are members of our local church . We regularly volunteer in children's and family ministries. I also serve as an elder of the church.

Interests

I enjoy volunteering at my local church. I also enjoy running (slowly) and being outdoors. I spent many seasons coaching little league baseball for my son's various teams. My family and I enjoy vacationing at Walt Disney World in Florida, and plan an annual trip (unless my wife convinces me to go more often).

My son is a freshman at Oxford High School and is on the football and wrestling teams. My daughter is in 7th grade at Oxford Middle School where she is on the wrestling, basketball and track teams.