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
37
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
  • Estate Planning Strategies
  • Investments

Education

  • University of Michigan-Dearborn BA, Economics 1980-87

Previous experience

  • Financial Advisor, Olde Discount Corporation, 1987-1992

Community participation

Member All Color Antique Tractor Club

Member National FFA Alumni Association

Interests

I have a farm where we grow pumpkins and other produce for sale at our local farmers market. We also raise chickens and have a few Llama's on the farm. I collect antique farm tractors & equipment which is used in growing the pumpkins and other produce.

My photos

1 albums
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