I bring more than 25 years to our working partnership as a business professional. I have a passion for serving business owners, pre-retirees and individual investors, helping them to build wealth and protect their hard-earned assets.

When we work together, most of what I do is listening to ensure that I understand what is important to you. I truly believe mutual respect and communication is key to a good relationship. I will partner with you, as well as your tax and legal professional, to deliver a comprehensive strategy that leverages everyone's expertise. Myself and our branch team will use our firm's established process and personalize it to your unique needs.

Growing up, my parents set a good example of hard work. My dad worked for 32 years at General Motors and was able to enjoy his retirement in northern Michigan alongside my mom. I love to assist in success stories like these, and I know my clients have worked hard to get where they are today. I honor that in every interaction.

My family and I are proud Michiganders and spend much of our spare time visiting family and traveling. I have three sons; Aidan, Noah and Liam. They play various sports including basketball, baseball, lacrosse and soccer. We have lived in the Grand Blanc area since 2000.

I enjoy connecting with others in our local community. I am a member of:
- Lapeer, Metamora and Hadley Chambers of Commerce
- Lapeer Economic Club
- Business Networks International and several other networking groups

I have served as:
- Financial Director on Holy Spirit Lutheran Church Council
- Vice President and Secretary for the Davison Chamber of Commerce
- Race Director of the Color Me Davison 5k Fun Run
- Marketing Communication Manager for the Clio Healthy Community Initiative
- Vice President of Marketing for Toastmasters International Grand Blanc Chapter

I have learned so much from these experiences, and they helped make me who I am today.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances
  • Special Needs Financial Considerations

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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