My commitment to each of my clients is to optimize and strengthen their financial game plan helping them to work toward their future goals. I provide financial advice to pre-retirees, retirees, young professionals, and business owners alike.
While at the University of Michigan Ross School of Business, I earned a bachelor’s degree in finance. My licenses include FINRA’s SIE, Series 7, and 66 held through LPL Financial. In addition, I am licensed in multiple states including Michigan and Texas.
When not in the office, I enjoy watching my favorite Detroit sports teams (especially the Michigan Wolverines), playing sports (baseball, golf, basketball), traveling the world, and spending time with family and friends.
When we meet be sure to share your favorite sports moment or travel destination! Looking forward to helping you pursue your dreams!