Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
10
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
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Finance & Economics, Bachelor of Science, Wayne State College

Awards & recognition

  • Quest Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

I'm blessed to be a part of such a giving community and humbled by the people I serve, work with, and learn from.

  • Teammates Supporter
  • Community Volunteer
  • Chamber of Commerce Member

Interests

  • Faith
  • Family
  • Community