I am a trusted financial advisor proudly serving families, business owners and businesses. I work with my experienced team to build lasting relationships, focused on what matters most to you. I work with clients to develop, implement and monitor personalized financial strategies designed to achieve financial goals.
My team and I use an established process designed to help our clients grow and protect their financial resources. Our comprehensive planning process goes beyond finances and includes focusing on health, family and purpose. We develop lifetime partnerships with our clients by understanding their changing needs and desires, and helping them stay on track.
I earned a Master of Business Administration (MBA) degree from Eastern Michigan University, maintain an AAMS™ designation and am a CFP® professional.
While at Edward Jones, I've served as a field trainer for newer financial advisors, have held several leadership positions and have been recognized by our firm for exceptional achievement in building client relationships. In 2018, both Amber and I became Edward Jones limited partners.
As a veteran business owner and entrepreneur, I have developed an appreciation for, and unique insight into, the demands that business owners face. I have experience in business owner exit readiness and planning. I've earned the Certified Exit Planning Advisor®, or CEPA®, designation from the Exit Planning Institute®, a program designed to help me work with my business owner clients. My clients benefit from my broad-based perspective and real-world business experience.
Amber Koch is my business partner and senior office administrator. She is ably assisted by Kathy Powers and Ginni O'Quinn. We work closely together as an effective team to serve our clients and to demonstrate excellence to those we serve.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Charitable Giving
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Sports Enthusiast
- Community Outreach
Office Address1100 S Main Street
Chelsea, MI 48118 opens in a new window
Phone NumberMichael O'Quinn at (734) 475-0705
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