"A financial advisor's role is to simplify your financial life, align your investments with your goals, and give you the confidence to live your best life."
MaxFacts
Specialties
- Financial Planning
- Legacy Planning
Licenses
- Series 7 and 66 held through LPL Financial
- Michigan Life, Health and Variable Annuity products
I completed my studies at Grand Valley State University with a degree in Finance, while also representing the baseball team. I concluded my baseball career after helping the Birmingham-Bloomfield Beavers win the 2022 USPBL championship.
My experience in competitive sports has equipped me with a solid foundation in teamwork, hard work, and commitment to doing what is best for the client. My approach involves listening to every client’s particular circumstances, so I can better understand their goals and needs. I then use a comprehensive approach to deploy strategies that are suitable for their unique situation.
I am happy and thrilled to work with clients. My goal is to educate my clients and help them pursue their individual financial goals. I want to be someone you come to when you have a question - you can trust me to provide clear and helpful guidance at every step of the way.