Title: Director of Financial Planning & Financial Advisor
Credentials: B.A. in Management/Marketing from Baker College. I hold Series 6, 7, 63, and 65 security licenses as well as a Life, Accident, and Health Insurance license.
Favorite Movie or TV Show: The Shawshank Redemption
Favorite Game: Basketball
My Role: My mission is to develop long-term relationships with our clients and to be a source of knowledge for them. Our clients can expect a comprehensive fact finding session, detailed plan of action, precise execution, and appropriate evaluation to keep their strategies current. There is no greater evidence of trust than for someone to allow me to help manage their life savings, assist in ways to help protect their family’s future, and provide benefits to their employees.
Best Part of My Job: The best part of my job is building lasting relationships with our clients, getting to know them, and watching their goals come to fruition.
Hobbies & Interests: I enjoy being outdoors, hunting, camping, hiking, and spending time with my family.
Volunteer & Philanthropy: I am a Board Member at New Hope Christian Church, and a founding member of Fellowship of Christian Outdoorsman.