Who I Am
I am a seasoned financial advisor with 15 years of experience guiding individuals and families through comprehensive financial planning and investment management. I specialize in retirement planning, increasing client’s financial literacy, and wealth preservation strategies designed to help clients pursue long-term financial security.
Specialization
I am willing to help anyone who is open to setting goals and receive coaching to help them get where they want to be! There is no “one size fits all” solution, so I put together a customized plan tailored to every clients unique financial situation.
Hobbies
I have completed a century ride, hold a single digit golf handicap, and am a die-hard Detroit Lions fan and season ticket holder.
My Commitment
My personal commitment to my clients is to treat every client regardless of wealth as if they are my most important client.
Favorite Books, Mottos, Quotes
“””The harder you work, the luckier you get!”” – Gary Player”
Date Joined: 8/30/2023
State: Ohio (OH)
