As a Wealth Advisor at MECU Financial, located within Michigan Educational Credit Union, I am driven to make a positive impact in the financial lives of my clients and their families. I understand that making sense of today’s economic climate and how it affects us can be challenging and I am committed to carefully listening to your needs. Whether you are saving for college education or discussing your vision of a successful retirement, I will help you to build a plan that seeks to grow, protect and preserve your wealth for you and your family.
I have spent over 20 years assisting clients with topics that include estate planning, retirement and investment planning, college planning, as well as tax and insurance strategies. I believe that one of my strengths comes from educating my clients, so they feel more confident when working toward their financial goals.
I am affiliated with LPL Financial, the nation’s largest independent broker dealer*. Through LPL Financial I’m proud to offer independent advice to my clients.
I live in South Lyon where my wife, Kate and I, enjoy spending quality time with our two children, Chloe and Conor, along with our dogs, Molly and Remy.
* As reported in Financial Planning magazine June 1996-2020, based on total revenues