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.
My Personal Interests
Office Address102 West Colby Street
Whitehall, MI 49461
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:30PM|
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