State
Michigan
Description
Since beginning a career as a Financial Advisor in 2008, I have been passionate about guiding individuals and families through life's financial milestones while helping them make informed, confident decisions. I believe that strong financial foundations start with disciplined saving and maintaining an emergency fund.
Community participation
Volunteers with Rotary Club
Interests
Outside of work, I enjoy golf and playing guitar. I've invested a lot of time and money into both, which has taught me an important lesson: effort and results aren't always perfectly correlated.
Areas of focus
- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Estate Planning Strategies
Education
- Northern Michigan University - Bachelor of Science, Class of 2005
Previous experience
- Financial Advisor, Hantz Group, 2008-2026