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.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
- History and Museums