Many financial decisions are more connected than they first appear.
Choices around retirement, taxes, investments, insurance, and estate planning don’t exist in isolation. Each decision can affect another, and without coordination, even well-intended strategies can work against each other.
My approach is centered on bringing structure to those moving parts.
I began my career in property and casualty insurance, helping families and businesses assess risk and protect what they’ve built. That experience shaped how I think about financial planning—starting with protection, then expanding into long-term strategy.
Over time, my focus evolved into comprehensive financial planning. I completed the FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licensing exams and now work as a licensed Financial Advisor, helping individuals and families organize and align the major areas of their financial lives.
Planning often includes: retirement income strategy, investment portfolio evaluation, tax-aware decision making, estate and legacy planning, insurance and risk management, and college funding strategies.
The goal is not just to make individual decisions, but to ensure they work together as part of a long-term plan.
Outside of work, I reside in Milford. I enjoy golfing, snowmobiling, fishing, and hunting all around the great state of Michigan, as well as traveling around the U.S. with my wife, Kylie!
