As an investor for 30 years, I have seen the ups and downs of the market. Growing up on a farm, I learned the value of hard work and that the work and preparation put forth today will lead to rewards in the future.

As a financial advisor, I believe it's important to listen and invest the time to understand what you are working toward before developing an investment strategy with you. Using an established process, I build personalized financial strategies for my clients that are designed to help them achieve their unique goals. I will work with you to determine the most appropriate financial strategy for you and your family.

I enjoy working with clients on retirement plans for individuals as well as business plans for owners and employees that can aid in tax reduction as well as asset growth and rising income streams. I am proud to serve a variety of clients with goals ranging from growing wealth and retiring comfortably to saving for education.

I truly enjoy helping my clients, friends and family achieve their financial goals. My wife (Heather), daughter (Melanie) and son (Talon), along with our golden retriever (Sophie), enjoy the outdoors and all that northern Michigan has to offer.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings

My Personal Interests

  • Outdoor Enthusiast
  • Active Lifestyle
  • Hiking
  • Personal Fitness
  • Motorcycles

Office Information

Office Address

200 E Mason Suite A Cadillac, MI 49601

Mailing Address

P O Box 805 Cadillac, MI 49601

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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