I am a Certified Financial Planner ™ and investment manager for individuals and families. I specialize in helping you pursue your goals and objectives by creating strategies to fit your investment needs. My primary goal is to create and maintain long term relationships with my clients.
I have over 20 years of experience in helping high net worth clients build and manage their portfolios. I helped launch the Fidelity Private Client Group for Fidelity Investments, where I built and maintained a practice of over $1.5 billion in assets. I graduated from the University of Michigan and received a BBA and MBA in Business Administration.
In my free time, I am a lead guitarist in a band called The Patio Heroes. We donate our performances to charities and fundraisers. We have worked with the Susan G. Komen Foundation, Hospice of Michigan, Christ Child Society of Detroit, and many other organizations. In addition, my family and I enjoy exploring western Michigan, particularly the Saugatuck-Douglas area.