I am a graduate from Michigan State University with a degree in Business. Prior to joining LPL Financial in 2007, I was employed at American Express Financial Advisors followed by 6 years at UBS Financial Services Inc., where I served as the vice president of investments and financial advisor to individuals and families. I also worked as a small business plan specialist where I continue to help analyze group health benefits and 401(k) plans for efficiency and cost.
My focus is on helping clients address their financial objectives by utilizing a comprehensive financial planning and wealth management approach. In addition to assisting clients construct investment portfolios.
I also have expertise in the areas of small business planning, retirement, asset management, insurance, tax, retirement, as well as estate planning. By working closely with my clients, I am able to better identify issues and concerns that are most important to them and help develop investment solutions, given their financial goals, risk tolerance, and lifestyle.
I have also earned several professional designations from the College of Financial Planning, which have enhanced my ability to provide a high level of advice and service. My professional designations include: Chartered Retirement Planning Consultant (CRPC®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (AWMASM).
I have been offering educational programs to the public for over 8 years. I have been a financial speaker on 97.1FM The Ticket as well as XM Radio, Michigan Money Saver. I am also a regular event speaker for news radio AM 950 WWJ where I have been educating listeners at the Michigan Money Summit with Fox 2 Murray Feldman, for the past 3 years.
My wife and I live in Farmington Hills with our 2 year old son, Aiden, and soon to be baby #2. My wife, Melanie is an elementary school teacher for Farmington Public schools. In my spare time I enjoy reading, golfing, and playing soccer on the weekends to stay active.
FINRA series 07 and 66
Registered for Securities in the following states:
CA, CT, DC, MD, MI, MN, NC, and OH
Registered as IAR in the following states:
Insurance Licensed in the following states: