

Focus Areas
- Business Retirement Plans
- Charitable Giving
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Business Retirement Plans
- Charitable Giving
- College Savings
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Active Lifestyle
- Backpacking
- Canoeing
- Outdoor Enthusiast
- Swimming
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(517) 647-2787Fax
(877) 486-4160Office Address
212 Kent St Suite #1Portland, MI 48875opens in a new window
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