I am a Certified Financial Planner ™ and experienced investment manager with over 23 years of experience in the financial services industry. I specialize in creating custom strategies that seek to maximize return, while also managing risk in your investment portfolio. My primary goal is to be your lifelong trusted investment advisor.
Prior to becoming a Partner at Millennium Wealth Management, I worked for 10 years at Charles Schwab, Troy, Michigan, as a Senior Financial Consultant. I established and maintained a practice with over 400 clients and $900 million in assets. I have a BBA in Finance from Walsh College of Accountancy and Business Administration. I hold the series 7 & 63 licenses through LPL Financial and the series 66 through Private Advisor Group.
I am a resident of Rochester Hills, MI. I am married and have two children. In my free time, I enjoy playing and coaching sports; I have coached basketball and football, and currently coach my son’s NOBF travel baseball team. I am also an avid golfer and am a resident and member of Brookwood Golf Club.