"Helping individuals and families has always been a passion of mine.”
MaxFacts
Licenses & Designations
- Series 6, 7, and 63 through LPL Financial
- Michigan & Florida Life, Health and Variable Products
I have worked in the financial industry since 1993, serving clients in banking, investment, and insurance, and have been a financial advisor since 1997. Today, I serve as Vice President, Program Manager at MaxWealth Management located at Lake Michigan Credit Union, where our team of experienced advisors helps clients pursue their financial goals and dreams.
Helping individuals and families has always been a passion of mine. I enjoy building lasting relationships and guiding clients as they work toward what matters most to them. Through collaboration and a personalized approach, we provide tools and guidance to assist with your financial planning.
In my free time, I love traveling with my family, enjoying the outdoors and relaxing by the water.
Contact me today to get started!