My Philosophy
I believe in simplicity, and I want my clients to know that I genuinely care. You can expect me to be responsive, communicative, and committed no matter where you are on your financial journey. I consider my clients friends, and as a result, treat the relationship that way.
Who I Help
I work best with people who are within five years of retirement and want to feel confident about the decisions ahead. After many years of helping people navigate this important transition, I bring the experience to help them make sense of the details, avoid unnecessary stress, and build a retirement plan that feels right for the life they want to live.
Why I Became an Advisor
My path here wasn’t a straight line. After the Army, I found my way into the insurance industry, and a conversation with an old friend eventually led me to financial advising. I moved between a few firms over the years, but the goal was always the same: I wanted to help people. More than 50 years later, that’s still what gets me up in the morning.
Outside the Office
Outside the office, you’ll usually find me on the golf course, traveling, or spending time with the people I love, especially my grandchildren. I’m a big University of Michigan fan and love catching a game whenever I can!
Credentials & Experience
- Insurance licensed since 1971
- Securities licensed since 1987
- FINRA Series 6
