About My Practice
With substantial wealth comes substantial responsibility, and every dollar should be cared for, nurtured and preserved. From investments to estate planning to risk management, I have the experience and resources to help you address various aspects of your financial world in a way that supports your goals.
I believe in being totally committed to serving a limited number of high net worth families. I am committed to excellence in my profession. Integrity is a value that is of the utmost importance. To simply state my goals, values and philosophy:
Alway act with your family's best interest in mind.
Fully Disclose all fees.
Seek to consistently meet investment expectations.
Provide clear and timely communications
Deliver a high level of personalized serve.
Strive to resolve problems quickly and to your satisfaction.
Continue to educate myself to excel in the profession.
Care more about your family than just your investments.
I have more than 10 years of experience in helping clients map out their strategies which are designed to accumulate, preserve and transfer wealth, reduce and control taxes and simplify their financial lives.
I am a graduate of Western Michigan University with a Bachelor of Science Degree in Electrical Engineering. I spent 7 years with General Electric working for GE Fanuc, GE Supply and GE ED&C in various management positions.
In 1999, I turned a passion for the financial markets into my career, and joined Merrill Lynch working with them for 10 years before moving to Morgan Stanley(Smith Barney) in 2009.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 31, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC,CMFC,ADPA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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