"An investment in knowledge pays the best interest."
- Specialties: Holistic Planning and Portfolio Review
- Licenses: Series 7, 63, 66 held with LPL Financial
Helping clients ensure they have the right knowledge and advice to preserve their financial futures is something for which I have a great deal of passion. I received my B.B.A. from Grand Valley State University and have spent much of my career in the client service and investment industry.
I enjoy delving deep into markets and developing a strong knowledge base about a wide range of investment opportunities because I know that one sizer does not fit all when it comes to planning your financial future. Using my knowledge and abilities to help clients map out suitable strategies for their own unique situations is something from which I get a great deal of professional and personal satisfaction. I believe that helping others is the greatest reward.
Service is the lifeblood of all client relationships, and I am dedicated to providing my clients with the very best possible service, while also building an honest and trusting long-term relationship. Being a trusted advisor is something I will work hard every day to earn and, once achieved, is not something I take for granted.
I was raised to treat others as I would like to be treated and, every client who works with me can be assured that I treat their financial future the same as I would my own or my family’s, with the utmost care and respect.
In my free time, I enjoy running, drumming, and hiking. I love being active in my community and helping it grow.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by the NCUA or Any Other Government Agency.||Not Lake Michigan Credit Union Guaranteed.||Not Lake Michigan Credit Union Deposits or Obligations.||May Lose Value.|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.