“I value trust and understanding and seek this as a foundation with all my clients.”
- Specialties: Financial planning, retirement planning
- Licenses: Series 7 and 66 held through LPL Financial and Michigan Life, Certified Financial Planner (CFP®) certification
As an LPL financial advisor I believe in providing first-rate service and ongoing communication is given to all my clients. When a client leaves a meeting with me, they’ll always know next step on the journey in striving to pursue their goals. I value trust and understanding and seek this as a foundation with all my clients.
My joy comes from serving a variety of clients, all at different points in their lives to strive to accomplish financial stability. I love the quote by P.T Barnum: “Money is a terrible master but excellent servant” , as it reflects my belief that by investing wisely, in addition to having a financial saving plan, strives to give everyone the opportunity for a potentially successful retirement future.
I provide comprehensive portfolio blueprints by utilizing research, reviewing market trends, and incorporating other industry professionals. This serves as a foundation for all of my financial plans.
I have lived my entire life in west Michigan. In my spare time I enjoy mentoring school-aged children and playing pickup basketball. I love working for Max Wealth Management located at Lake Michigan Credit Union as this allows me to work with all types of credit union members to help work towards their goals in life.
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.