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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Awards & recognition

  • Walterhouse-Faris Group, Ameriprise Client Experience Award, 2020-2021, 2023

Previous experience

  • Financial Advisor, Merril Lynch, Grand Blanc MI, 2008-2019

Community participation

Our office volunteered at the Food Bank of Eastern Michigan, packing and weighing food for those in need.

Interests

I am a member of the FPA of Michigan, 100 Club of Flint and a member of his church council. I annually support the American Heart and Cancer Association and Old News Boys of Flint. In my spare time, I love to spend time with my wife and two sons, Edward II and George.

My photos

1 albums
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