If for some reason, we are not available to answer your investment related questions, our registered representative, Tim will be happy to help you.
I specialize in improving the quality of our clients’ lives by helping them navigate through all financial decisions.
With several years of experience building client portfolios and helping them to achieve their goals, I do this with guidance, education, and caring advice along each stage of life’s journey. Through sincere personal contact and seamless service, we want our clients to be delighted and to know that they, and their goals matter.
I do in depth analysis when selecting securities to put in client’s portfolios, based on their investment objectives. I also assist in portfolio strategy, sector analysis, stock selection, and monitoring on a monthly basis.
Born and raised in Sterling Heights, Michigan where I still reside today with my wife, Lydia and our two kids. I enjoy spending quality time with my family, traveling, playing basketball, golf, and going up north to my cabin in Port Austin, Michigan.