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Here to act in your best interests

About me

Being a financial planner for more than 20 years allows me to engage with my clients on a deeper level and help them overcome challenges to reach their financial goals. In my spare time, my wife and I are on a mission to visit all 50 states with our two children before they graduate high school. We have seven states remaining with three years to go. I think we’ll make it!




Bachelor of Arts, Economics - Albion College

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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