I develop long term proactive relationships with my clients and base them on my dedication, integrity and commitment to them, their families, and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role becomes that of a trusted and respected financial specialist who is the quarterback of all the financial aspects of the client. The goal is to maximize efficiency and effectiveness in achieving great success, wealth and protection.
Specialized Services Offered:
Planning for a Secure Retirement
Pension Design and Administration
Cash Flow Analysis
Insurance Planning and Design
Family Business and Succession Planning
Executive and Group Benefits
Education and Training:
Graduate of Michigan State – BA
University of Surrey – Guilford, England
Goethe Institute – Rothenberg, Germany
Community, Charitabe or Professional Organizations/Associations:
Coach for Youth Basketball and Soccer
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.