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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education

Education

  • BA Political Science, University of Michigan, 1994
  • Diploma, Cranbrook Kingswood, 1989

Previous experience

  • Financial Advisor, Wells Fargo Clearing Services, LLC, 2017-2019
  • Owner/Practice Manager, DLP Consulting, LLC, 2004-2017
  • Wealth Management & Institutional Services/VP of Corporate Marketing & Communications, Comerica Bank, 2007-2011
  • Senior Financial Consultant/Senior VP - Investments, Citigroup Global Markets Inc., 1995-2004

Interests

  • I enjoy spending time with my wife Molly, our 11-year-old son Sam, and two Havapoo pups Tito and Kiki.
  • I spend a lot of time outdoors. On weekends, I can typically be found on the hiking trails around DC or at a neighborhood gathering.
  • I’m an avid sports fan, particularly of the teams of my alma mater the University of Michigan.
  • I love live music and film. You may run into me at the various music venues and movie palaces around town and in my hometown of Detroit.

My photos

1 albums
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