Certified Financial Planner™ and Investment Management for individuals and families. Specializing in creating strategies to fit your investment needs. Helping you pursue your goals and objectives is my top priority. My primary goal is to create and maintain long term relationships with my clients.
Over twenty years of experience helping high net worth clients build and manage their portfolios. Helped launch the Fidelity Private Client Group in the Midwest. Built and maintained a practice of 400 households, with over $3.0 million dollars on average of investable assets with the firm, I manage all aspects of the financial planning and investment process for clients.
Attended the University of Michigan and received a Master of Business Administration degree as well as a Bachelor's degree from the Ross School of Business.