As a financial advisor, my primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I work closely with you, your CPA, attorney and other professionals, to help determine the most appropriate financial strategy for you and your family. I value personal relationships based on a deep understanding of your goals and provide exceptional service.

In 1995, I joined Edward Jones as a financial advisor and received a limited partnership in 2000. In 2001, I received the AAMS® professional designation, which is a designation given to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. Annually, I attend Edward Jones' Managing Partner's Conference; an honor reserved for the firm's top 350 financial advisors.

My branch office administrators and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions.

On a personal level: I earned my bachelor's degree in business from Michigan State University in 1984. In 1988, I received my instrument rating in aviation and my commercial pilot license in 1989. In 1990, I had the opportunity to serve two years overseas in the U.S Peace Corps, which provided a valuable insight on how proper financial strategies can impact an individual's future, and the advancement of one's community.

My family and I have lived in the White Lake community for over 23 years. I have been an active member of our community, serving as the president with the Montague-Whitehall Rotary Club and the Shelby Optimist Club. I am also a member of the chamber of commerce.

My hobbies include aviation, sailing, spending time with my family, hunting, history, museums and reading.

Focus areas

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

My Personal Interests

  • Aviation
  • Sailing
  • Spending Time with Family
  • Personal Fitness
  • History and Museums

Office Information

Office Hours

Office Hours
Mon 12:00AM - 12:00AM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Request an Appointment

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