As a financial advisor, I have always approached my clients with the heart of a teacher. I want my clients to understand each investment and know why they own that particular investment, as well as understand the cost to own it or to manage the account.

I have been a financial advisor in Mt. Pleasant, MI, since 2002, serving individual investors, small businesses and community organizations.

I have been involved in my community in many ways. I have been an active member of the Mt. Pleasant Chamber of Commerce, serving in many leadership roles including chairman of the chamber board.

I am also involved in my local church and teach basic budgeting classes throughout the year.

I married Lori (Schafer) in July 2007. Between us, we have six children and two grandchildren.

For fun, I enjoy golf, skiing, traveling and in 2020, I obtained my private pilot license. I'm currently working on my Instrument Flight Rules (IFR) rating.

Two of the characteristics that have led to such a long career in the financial services industry are my ability to listen to my clients' needs and help them set long-term personal financial goals.

If you're looking for a financial advisor or have questions about investing or planning for retirement, please don't hesitate to contact me.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

My Personal Interests

  • Aviation
  • Football
  • Health & Nutrition
  • Movies & Entertainment
  • Scuba Diving

Office Information

Office Hours

Office Hours
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

Branch Team

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