How do you transition from a working lifestyle to one where work is optional?
How will you spend your time? Who will you spend it with? Where?
How do your resources need to be positioned to make this possible?
Who should you choose to help you shape your financial future?

These are questions you may have as you think about your future. They are also the questions you should expect your financial advisor to lead you through as you dream about your retirement. As you design and execute your strategy, there are many considerations to make based upon your individual set of circumstances – when to begin Social Security benefits, what accounts to take withdrawals from, the impact of taxes and many more. It is the job of a financial advisor to teach you how to do this and it's been the focus of my career since 2006.

As you look for the team to help you develop your strategy, here is what my team and I encourage you to consider: You deserve to hire people you enjoy spending time with, share values with, and whose experience gives you confidence. These three elements are the catalyst for trust to be established and developed within the relationship. Trust is the most valuable thing you share with your financial advisor because it means that you allow one another the privilege to influence decisions on finances.

As you get to know us, you'll find that my team and I value faith, family, meaningful relationships, generosity, strategic planning for the future and putting our clients' interests first. If you're interested in my help exploring the questions from above and what it feels like to be a client, send me a message and we can begin with a casual conversation.

I greatly enjoy serving my clients and feel privileged to do so, and I view work as a way to support the many things in life that are also important to me. My wife, Molly, and I have two children, Tanner and Mara. We are a family of faith and love being connected to our community through our church. Our favorite thing to do together is spend time outdoors, especially in Molly's hometown of Petoskey. We also enjoy being active together, giving generously to others and rooting on our Detroit teams. When not with my family, you'll often find me fly fishing or at the golf course with friends.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Sports Enthusiast
  • Fishing
  • Golfing

Office Information

Office Hours

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

Branch Team

Email Me

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