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
WeekdayAvailability
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

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More