I am an experienced Investment Advisor with over 30 years of experience in the financial services industry. I work with individuals and families to create plans to grow, preserve and distribute wealth. I specialize in traditional asset management and allocation strategies, with a primary focus on risk management.
Prior to joining Millennium Wealth Management, I served as Vice President for Smith Barney, Tucker Anthony, and PNC. I was also an Investment Advisor with Dean Witter for several years. I have a series 7 license through LPL Financial and a series 65 license though Private Advisor Group, and am licensed with the State of Michigan for health and life insurance.
I live in Lake Orion on Indianwood Lake. I enjoy outdoor activities, am an avid fisherman, gardener and cook. I like spending time up north, hiking and visiting the restaurants and wineries. I love spending time with my nieces and nephews and barbequing at the house. I am active in my community and help support local charities that focus on special needs children.