I specialize in helping to improve the quality of clients’ lives helping them navigate through all financial decisions.
With decades of industry experience, I’ve helped hundreds of clients through their retirement years. I do this with guidance, education, and caring advice along each stage of life’s journey. Through sincere personal contact and seamless service I want my clients to be delighted and to know that they matter.
I firmly believe in honest and open communication with all clients and integrate a form of education into my meetings. I believe it is our team and service that sets us apart from other organizations. I use a fee based approach* to wealth management which includes a systematic approach to monitoring, reviewing, and re-balancing clients’ investment portfolio.
Born and raised in Michigan, when I am not in the office I am an active volunteer in the community. I have served as past board chair for the Metro Detroit Youth Clubs, formerly The Boys and Girls Clubs, and am still a very active board member. Past President and current treasurer for the Royal Oak Optimist Club and longest standing member of the Royal Oak Chamber of Commerce Ambassador Committee. When I am not volunteering you can find me on the golf course, on a lake fishing, or most likely getting a good workout at my local CrossFit gym.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Raymond James is not affiliated with the above organizations and/or charitable causes.