“I’m committed to providing you and your family with consistent service, experience, and timely, ethical advice regarding your current and future financial goals.”
- Specialties: Employer retirement plans, Business owners, Pre-retirees
- Licenses: Series 6, 7, 63, and 65 through LPL Financial, Life & Variable Products Insurance Licenses. LPL Investment Advisor Representative Registered in MI.
Superior service and communication are vital. Clients need to be confident in our ability to manage money and that we are accessible when they have questions. When a client leaves a meeting with me, they’ll always know when we’ll meet next. I communicate in their preferred method (email, phone), not mine. Dynamic investing is a long-term relationship. Consistent communication has helped us retain clients for years and years.
Every situation is unique, but most clients share a single, overriding goal – financial independence. I’ve watched clients stress out about their kids’ high school years, worrying about saving for college, celebrating graduations and first jobs, all the way to their own retirement. It’s very rewarding to me, personally and professionally, to work with a client from mid-career thru retirement, and seeing their unique long-term plan come together to fruition.
I grew up in southeast Michigan (Adrian) and have now lived in Walker for the past 25 years.
I enjoy outdoor activities with my wife and family, coaching my sons and volunteering within the community. I’m also the proud parent of a Corporal, USMC.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value
Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan