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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Arts in History---Aquinas College 1986
  • Bachelor of Arts in Philosophy--- Aquinas College 1986
  • Minor in Mathematics and in Social Science---Aquinas College 1986
  • Teaching Certification for the State of Michigan---Aquinas College 1991

Community participation

  • I enjoy my participation at Sacred Heart of Jesus Catholic Church.

Interests

  • I got married to my lovely and brilliant wife Teresa on June 1st 2019.
  • I have two wonderful daughters Hannah and Emma who are in their 20's and in April 2021 we had a beautiful son Giovanni.
  • I have a great love for playing organized baseball
  • Stamp Collecting
  • I have been to over 600 distinct craft breweries in the last four years