Throughout my military career with the United States Marine Corps, the leadership training I received was anchored by a set of core values. These values included integrity, duty, honor and respect as well as a dedication to advancing my education and developing the competencies necessary to achieve successful outcomes. These core values have provided me with the foundation to work in the best interest of others and a commitment to do the right thing for my clients, my family and my community.

For over 27 years, I have had the privilege of serving individuals and families, their children and their grandchildren out of my Howell office location. Our working together may include saving for your first house, tax advantage investing or your retirement plans and estate considerations. Your decision to select me as your personal financial advisor will help support your efforts to save and invest wisely for living in retirement. With your approval, we can work closely with your accountant and attorney to coordinate our strategies for a comprehensive approach to achieving your financial goals

My family is my greatest joy. My wife, Kristie, and I have been married for 27 years with two children attending Grand Valley State University. Though my second passion is travel, I also enjoy skiing, reading and our two dogs. In my community, I volunteer with the Alzheimer’s Association, encouraging others to get involved through speaking, donations and Walking for a Cure.

Each day, my branch office administrator, Tracy Bachuwa, and I strive to earn your trust and the confidence to take that next step. If you are looking for a dedicated and thoughtful financial advisor, call my office and make your first of many appointments to come.

Focus areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Reading
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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