Advisor profile

What you can expect when you work with me

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.

Get started
11
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
  • Investment Management
  • Investments
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Small Business

Education

  • BS in Finance, Oakland University, Rochester, MI

Community participation

I am a member of the Rochester Rotary Club, where we focus on our efforts fund raising to help local organizations. As a member of the Michigan Irish American Chamber of Commerce, I serve as Vice President, and we work together to advance the business, culture, education and civic welfare of the citizens of Michigan who are of Irish descent.