As your financial advisor and CFP® professional, I strive to help you and your family reach your personal goals and dreams. I want to know what is most important to you. By using our established process, I will develop a personalized strategy to help you achieve your goals and we will partner together throughout your entire life to help make those dreams a reality.

For many of my clients, their goal is for a stress-free retirement. And for just as many, they have equally important goals such as managing their parents' finances, minimizing their taxes, preparing for life's uncertainties like unexpected death or future long-term care costs, sending children to college, giving to charity, purchasing real estate or simply taking a dream vacation. I help take the stress out of your life by simplifying your finances and coaching you on how to achieve those objectives in the most efficient way.

My work extends beyond the walls of my office. I happily serve as an ambassador for the Battle Creek Area Chamber of Commerce, working with business owners and executives to grow their business and retain a presence in the community. Furthermore, I am actively involved in local organizations such as Battle Creek Unlimited's Direct Investment Fund committee and United Way's Small Business Coalition as a founding member.

During my down time, I like taking my jet ski out, participating in recreational sports leagues, disc golfing and deer hunting. Having a comfortable work-life balance is important to me which is why I'm very selective in who I bring on as a client. This is to also to ensure that every client gets the same top-notch service that you expect from me.

If you are looking for personalized care and attention that is unsurpassed in this industry, give my office a call today for a complimentary financial review.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Hunting
  • Traveling
  • Football
  • Pickleball
  • Culinary Arts

Office Information

Office Address

291 Columbia Ave E Battle Creek, MI 49015

Additional Hours

  • Evenings
  • Web Conferencing
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