picture of a planner

Here to act in your best interests

About me

I became a financial planner because of my interest in personal finance and my passion for helping people. I make a commitment to help my clients by using the knowledge and experience I’ve gained over the past 30 plus years. It is a joy to provide financial advice and counseling to people who are seeking to live a less stressed, independent, and financially balanced life. I am grateful to have had the privilege to do so over the years, and I look forward to helping many more in the future.


Master Registered Financial Consultant

Chartered Retirement Planning Counselor™

Certified in Blockchain and Digital Assets℠


Bachelor of Arts, Business and Computer Science - Spring Arbor University

Visit one of our Locations

Detroit V - Troy

201 West Big Beaver Road, The Columbia Center

Suite 950

Troy, MI 48084

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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