About My Practice
We are an independent, fee-only financial planning and investment management firm. With offices in Lansing, Ann Arbor, Cheboygan, and Traverse City, our team of two Certified Financial Planner professionals helps clients throughout the state of Michigan navigate the complex landscape of personal finance.
With expertise in every aspect of financial planning, we provide both hourly consultation and long-term asset management. With a fiduciary standard of care, we strive to help our clients make more efficient and effective use of their assets, reduce unnecessary expenses, streamline their cash flow, and simplify their accounts.
I joined Rutter Baer Inc early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, I have worked in the financial services industry for the last 13 years. Three years ago I relocated with my family from the northern Lower Peninsula to the Ann Arbor area, where my wife practices law and my daughter and son attend school. I continues to work with clients throughout northern Michigan as well as downstate. When there is free time, I spends it with family and sometimes gets to fish for trout, hunt for grouse and enjoy all things outdoors. I'm a member of the Financial Planning Association, National Association of Personal Financial Planners, Ann Arbor Rotary, the Cheboygan County Habitat for Humanity Board of Directors, and I am Treasurer of Ann Arbor Trout Unlimited.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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