Education: Central Michigan University with Honors 

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Certifications: CERTIFIED FINANCIAL PLANNER™ Professional, Series 6, FINRA Series 7, Series 63, Series 65, Series 24, Series 51, Resident Producer (Accident, Life & Health Insurance) 

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Hobbies: traveling, avid reader, spending time with family, bird watching and enthusiastic supporter of the Ron Clark Academy

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Career Statement: We started our firm over thirty five years ago with the intent of building something of measurable value for our clients. I have my parents to thank for my passion for finance. Their combination of skills, my father a fourth grade math teacher and my mother an entrepreneur, taught me at a very young age the importance of lifelong learning.

 

What started as a two person operation has since evolved into eleven branch offices with clients residing in all fifty states. Over the years our company has also grown into two distinct divisions. Our Retirement Solutions sector serves clients working towards their personal retirement goals, and our Wealth Management Division helps high net worth clients navigate the opportunities and challenges that come with financial success.  

 

We understand that money often outlives the earner and that is why we pride ourselves on our exceptional family retention rate. We work with clients to help them meet their goals and carry out their wishes no matter what life has in store. As our firm ages we are committed to continuously training high performing individuals to join the firm to help us meet the needs of our multi-generational clients. 

 

Thank you for taking the time to get to know our firm. We look forward to serving you. 

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Build a kind heart and a strong mind. 

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