We are at the Almont office each business day to help answer your financial questions via phone or WebEx.

I have been helping clients' with their financial affairs for 20-plus years through various professional roles, including being a finance manager at an automotive dealership, a branch manager-VP at Comerica Bank, a licensed financial bank representative through Comerica Securities and now as a full-service financial advisor with Edward Jones. Relying on personal and professional past experiences lets me work well with my clients and provide a holistic approach to our discussions.

Over my years, I have seen that developing strategies for estate considerations and other common goals, such as retirement, is key to feeling in control of your individual financial situation. I too have weathered the many financial challenges my clients have faced, such as being directly affected by a workforce restructuring or having family members lives drastically change by lifelong/life ending illness, all the while trying to make appropriate financial decisions for myself, my family, and the families I partner with. Life situations can be a setback or a catalyst for someone's financial future.

Recently, my wife, Tammy, our two children, Shelby and Shane, and I moved to Almont, MI – a move we wished we would have made many years ago. As a family, we are active in 4H; my kids are raising chickens, along with other various activities they participate in such as soccer, golf and gymnastics. Other than being an awesome mom, Tammy is a special needs teacher at a local high school. When possible, we try to escape the craziness of life by going up north to our very rustic cabin.

Having my practice and my home in a small community, my goal is to give back and help add positivity to the area I serve. Currently, I am a board member for the Almont Downtown Development Authority (DDA), vice-chairperson for the Almont Parks and Rec., and member of the Armada Fair - Livestock Committee.

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Fishing
  • Hunting
  • ATVs

Office Information

Office Address

780 N Van Dyke Rd Suite 1 Almont, MI 48003

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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