As an industry veteran with over 20 years of experience, I specialize in working with individuals and business owners who are saving for retirement, looking to generate predictable retirement income, reduce taxes, and preserve wealth through thoughtful estate and tax planning strategies.

I currently hold Series 7, 63 & 66 securities licenses, as well as an AAMS Professional designation from The College for Financial Planning. I’m also a licensed Life, Accident & Health Insurance Agent. Before starting my career in financial services, I earned a Bachelor of Business Administration in Finance from Western Michigan University.

Prior to moving my practice to Raymond James in February of 2011, I worked at Wells Fargo Advisors & Edward Jones. In September of 2020, I co-founded B & T Wealth Management LLC, an Independent Advisory Practice of Raymond James Financial Services, Inc. As an independent business owner, my clients benefit from the strength and resources of an industry leading financial services company while enjoying a very personalized approach to comprehensive wealth management.

I firmly believe that there is no one size fits all approach to managing wealth. My goal is to provide clients with an unmatched level of service while tailoring financial solutions specific to their individual needs. The cornerstone of my business success has always been the quality relationships that I maintain with my clients. I've been fortunate to have forged long lasting relationships that in many cases now span multiple generations of families. I'd welcome an opportunity to assist you in your path to a stronger and more meaningful financial future.

Originally from Flushing, I now call Oxford, MI home. I’ve been married to my wife Sarah since 2001. We’ve been blessed with two wonderful children, Drew & Audrey. When I’m not at work, I enjoy hunting & fishing, coaching youth sports, playing hockey and spending time in Northern Michigan.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.