What does retirement mean to you? During my time serving business owners and executives, I have found that the desire for "retirement" may actually be a wish to live a work-optional lifestyle. This is a way of life that allows you to choose where work fits in to the way you spend your time, giving you more freedom to be with the people you want to be with, doing the things you enjoy, in the places you love.

This style of living requires an income plan in the absence of earned income. As a financial advisor, my job is to teach you how to do this. There are many considerations to make based upon your unique set of circumstances – when to draw Social Security benefits, what account types to build and draw from, the impact of taxes and many more. You need to know about the obstacles that exist and how to address them so that the day your retirement arrives, you're in control.

If you're interested in my help achieving your work-optional lifestyle, send me a message and we can begin with a casual conversation. It will allow us to get to know one another and set the stage for how we should move forward.

I have been with Edward Jones since graduating from Western Michigan University in 2006. Outside the office, you can find me fly fishing or at the golf course with friends. Most frequently, though, I am spending time with my wife, Molly, and our two children, Tanner and Mara. I enjoy a lifestyle of fitness and I'm a Detroit sports enthusiast.

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

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