“Know what you own and why you own it.”
MaxFacts
Specialties
- Portfolio Management
- Retirement Planning
- Legacy Planning
- Insurance Products
Licenses & Designations
- Series 7 and 66 through LPL Financial
- Michigan Life, Health, and Variable Products
I attended Saginaw Valley State University where I pursued and obtained a degree in finance. I have a strong desire to use my creative, number driven mind to assist all individuals as you strive to reach your goals for financial freedom through your working years and retirement.
My experience working in the securities and insurance industry has prepared me for my role as an LPL Financial Advisor. I have a passion to understand the needs of others and to help them place together the puzzle pieces necessary to help obtain those needs. I believe that it’s important to educate others by providing a clear understanding of what can be very complex ideas related to their financial goals.
I strive to prepare others financially in the same manner that I would have with my own parents, all while building relationships that last.
In my free time I enjoy returning home to Clare, Michigan to spend time with my family. When the weather allows, I spend my time hiking with
Contact me today to get started!