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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Insurance

Education

  • Associate in Computer Science, 1977, Henry Ford Community College, Dearborn, MI

Professional associations

  • Oakland University, CFP Educational Component 2004-2006
  • CFP Board, CRPC Educational Component, 2009

Community participation

  • Fallen & Wounded Soldiers of Livonia
  • Gleaners Community Food Bank
  • Seedlings Braille Books for Children

Interests

I enjoy spending time with family and friends as well as golfing, bowling and doing various projects around the house.

My photos

1 albums
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