My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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12
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

Education

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

Awards & recognition

  • Quest Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2026

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.

Interests

  • Faith
  • Family
  • Community