Since 2002, I’ve had the privilege of helping hundreds of working families in Michigan and many other states. Much of my experience was earned while serving clients at five reputable, well-established Southeast Michigan financial institutions.
Today, my goal is to deliver the highest level of professional guidance in investments, insurance, and financial planning, and to collaborate with tax and estate planning professionals to help create a tailored plan that fits your goals.
I strive to be the kind of financial advisor I’d want on my side: someone who is down to earth, easy to understand, and eager to help you succeed. One of my key strengths is my ability to explain complex financial concepts in plain language so you can make informed decisions. I also want you to feel confident in the process and fully involved in the decision-making.
EDUCATION AND CERTIFICATIONS
I have a Master’s Degree in Business Administration (MBA), a BS in Business Management with an International Emphasis, a Series 65 license, and a Michigan Life and Health Insurance license. I’ve been married for more than 30 years to my wonderful wife Bethany, and we have four fantastic children. I’ve loved spending time coaching their soccer teams, helping with Boy Scouts, and teaching karate and guitar, and I feel privileged to have had the opportunity to be a very involved dad.
Given the opportunity to work together, you’ll see my focus is to do what’s best for you and your family. I look forward to meeting you soon!
EDUCATION AND CERTIFICATIONS
HOW YOU CAN LEARN MORE ABOUT ME AND MY REGISTRATIONS
Securities Exchange Commission
https://adviserinfo.sec.gov/individual/summary/4503530
Michigan State Department
https://difs.state.mi.us/locators?searchtype=InsAgent
My NPN # is: 7229259
If you are looking for a partner in your wealth journey who understands what drives you, then let’s connect! Follow us on social media or call us today at (586) 980-2522.