5131 Navajo Trail,
Strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. I believe values matter, and I live by mine every day.
Years of experience have prepared me to guide you through life's transitions.
Personalized Financial Services
Financial services, tailored to you.
I am a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 20 years of experience. I take pride in helping clients with their financial decisions.
I graduated from Central Michigan University with a Bachelors of Science in Business Administration. However, I originally went to CMU to become a teacher. I think that is why I believe in educating my clients prior to any financial decision.
I'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. We will work together, hand in hand, with all your goals and dreams firmly in mind.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.