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About Us

When it comes to financial planning, we believe the difference between having it done and having it done well as it could be is substantial. Improving the bottom line for my clients is my goal every time we meet. I believe that superior financial planning starts with a commitment to service and professional integrity. By having a thorough understanding of my client’s needs I can provide custom financial solutions designed to help my clients achieve their goals and help with life’s major obstacles.

Our Primary Purpose

I look at every client interaction as an opportunity to show the energy, knowledge, and focus that my clients deserve. My clients’ financial welfare is managed with the utmost professionalism and timely responsiveness. The team I use to help my clients are highly vetted professionals who share my vision. 

I started my career in the automotive industry shortly after receiving a B.S. in business statistics and analysis from Oakland University. While getting my career underway, I went back to OU to obtain my MBA by taking night courses. After a few short years, I knew I needed to be in a career that better fit my skill set and provided the opportunity for growth that I was looking for. Since 2012 I have operated my practice as a comprehensive financial planning business. 

I offer total financial needs analysis through a network of experienced professionals with experience in:

  • Income protection strategies
  • Advisory Services
  • Retirement analysis and planning programs
  • Liability protection strategies
  • Estate Strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust Services*

*Trust services offered through the MassMutual Trust Co., FSB

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