After graduating from Traverse City High School, I enrolled at Northwestern Community College, where a friend asked me to join the U.S. Marine Corps with him. We arrived at the Marine Corps Recruit Depot San Diego and became Marines.

After honorably serving my country, I went back to college and met the love of my life, an 18-year-old Joan. Shortly after, we were married on Mackinaw Island. I graduated with honors from Lansing Community College, and magna cum laude with the Walter Poole Award from Wayne State University in Detroit, MI. We started a family and had two beautiful and now successful daughters. When our youngest daughter began preschool, Joan wanted to continue her college. Eight years later she earned her Doctor of Psychology. I served families as a funeral director in a family funeral home. Also, I was able to serve others as a manager for MetLife and Cook Agency.

I became interested in the stock market and researched the firm Edward Jones. I was very impressed how they could help people with an array of investments and personalized financial plans for reaching goals. I had personally done this with my own family. I joined the Edward Jones team to help others do what I did for my own family. In turn, I not only helped my girls reach college, but many of my clients and their children/grandchildren. Just as important, retirement planning is the heart and soul of my practice. Also, I am a limited partner with the firm.

Throughout all of this, I give God the glory, as He has been the center of my life. I realize how He has blessed me with the best clients/friends to serve. I am grateful for the opportunities to serve in many different ways throughout my life. I use that life experience now to help others reach a secure retirement, enjoy it and deploy wealth strategies to sustain their legacy within their family. Furthermore, I give back within the community.

We have a Shipoo, her name is Piper.
Hobbies: Music Production, Golf and Fitness.

Focus areas

  • Insurance & Annuities
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

My Personal Interests

  • Golfing
  • Personal Fitness
  • Spending Time with Family
  • Health & Nutrition
  • Music

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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