Education: Bachelors in Pre-Med from Hillsdale College & Masters of Administration from Eastern Michigan University

 

Certifications: FINRA Series 7, Series 63, Series 65, Resident Producer (Accident, Life & Health, Property & Casualty Insurance), RICP®-Retirement Income Certified Professional® American College

 

Hobbies: physical fitness, visiting my granddaughter, stock trading and stock analysis, and traveling 

 

Career Specialties: 

• Portfolios customized to client's current needs or phase of life, such as income distribution

• Managed portfolios for individuals who like direct access to managing advisor

• Portfolio Analysis of current accounts

• Long Term Care Insurance planning

• Life Insurance Planning with an emphasis on legacy strategies and protection

• Social Security Analysis

• Financial Planning proposed via MoneyTree Software

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Family Life: My wife Juliue and I are blessed with three successful children, Kristen, Kayla and Kevin. We are spread out across the country residing in Michigan, Vermont, Maine, Illinois, and Texas. While the distance can be a challenge, my wife and I enjoy traveling to see them and take pride in our ability to keep in touch several times a week. We all like to work hard in preparation for the good things to come.

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