Brian

Sites

CFP®

picture of a planner

Here to act in your best interests

About me

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I’m married with one son.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Finance - Walsh College

Visit one of our Locations

Detroit III - Ann Arbor

2950 South State Street

Suite 250

Ann Arbor, MI 48104

Detroit IV - Novi

39555 Orchard Hill Place

Suite 365

Novi, MI 48375

Detroit II - Northville

39775 Traditions Drive

Suite D-800

Northville, MI 48168

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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