I am incredibly fortunate to have the opportunity to work and live in the community I grew up. I love southwest Michigan! It is a perfect place to raise a family, to work and to spend your retirement years along the beautiful lakefront.

My wife and I have six children, and we all truly enjoy the outdoors. From camping, to nearly all team sports, we enjoy opportunities to get outside and have fun. As a couple, Sarah and I enjoy fine dining and occasional travel. We are members of a local church, volunteer time with Rotary, help out with the local schools and also volunteer with Chikaming Open Lands land conservancy. I am part of Harbor Country Chamber of Commerce, and volunteer with my local government through councils and focus groups as often as I can. I have coached basketball for six years running and likely will continue that for some time.

I have built my practice on understanding the difficult and less traveled paths that many of us choose for our livelihoods. What does a business owner, engineer, teacher and retiree all have in common? They all need personalized strategies to achieve their own goals for retirement. It is important that everyone fully understands all the opportunities that can help us reach our goals with more security and certainty.

My ideal client experience is having the opportunity to understand your financial goals and dreams. After that we evaluate your portfolio, making sure we review not only your investments but your cash needs and other assets. From there we can build a financial strategy that maps out the process needed to maximize your assets within your risk threshold. We take into consideration estate and legacy strategies, retirement strategies and inheritance goals. We will also build a communication plan together for how often you would like to talk. My goal is to guide you through the years up to and through retirement.

My Personal Interests

  • Auto Racing
  • Spending Time with Family
  • Sports Enthusiast
  • Movies & Entertainment
  • Fine Dining

Office Information

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 - 05:00PM
Sat By Appointment Only
Sun Closed

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