Should we choose to work together we will implement a process to put your financial house in perfect order. As a result you will have set clear goals and have a game plan of exactly what needs to be done to achieve each goal. You will know whether or not you are on track or off track. There will be proactive risk management; we will identify sources of risk to your plan and develop a strategy to eliminate or minimize the risk. In summary, you will have a strategy and tactics to achieve each goal and a trusted partner to guide you.
I hold a Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University where my studies emphasized Investments, Financial Modeling & Valuation, Portfolio Construction & Management and Corporate Finance.
Currently I live in Bloomfield Village with my wife Ping where I am involved with our volunteer fire department. I love to cook and have a growing passion for performance cars that I express at Autocross events.