As a Wealth Management Specialist, I have been advising a select group of families and small businesses for 27 years- with more than two decades served at Raymond James. Prior to graduating with a bachelor's degree in Finance from Michigan State University in 1990, I completed an investment internship with Prescott, Ball and Turben in East Lansing.
My investment advisory process includes the day to day management of my clients' investments, along with comprehensive financial planning tailored to the specific objectives and unique situation of each.
Collaborating with my team, which consists of two associates and myself, our mission is to help our clients preserve and manage their wealth, while reducing overall investment risk.
Since moving to Traverse City 28 years ago, I have served the community in a variety of organizations. Currently I am Chairman of the Finance Council for the Immaculate Conception Church, and serve as President of the Grand Traverse Area Catholic Schools Foundation.
My wife, Shelly, and I have three children: Jack, is a third year medical student at Michigan State University College of Osteopathic Medicine. Abby, after graduating from Michigan State University, will be attending Physician Assistant School in 2021. And Ella is a sophomore at Michigan State University. In my free time, I enjoy boating, golfing and travelling with my family and friends.
My team and I pride ourselves on our ability to manage our clients' wealth and organize their finances so they can focus on what is most important to them. We are committed to doing just that.
Raymond James is not affiliated with the above organizations and/or charitable causes.