Are You Taking Steps Today for the Future You Want Tomorrow?

As a financial consultant, I work with clients to build their financial futures, manage and grow their assets, and protect what's most important to them.

The planning process starts with an introductory meeting to discuss financial goals, needs, and concerns.

Our open architecture platform means that our firm has the tools to meet clients' needs with tailored solutions in planning, investments, and risk management. Working with individuals and families, I focus on long-term planning that frequently crosses generations. Regardless of whether I'm working with a young couple just getting started or a high net worth client looking to retire and pass wealth to the next generation, I take the same comprehensive approach to develop and implement need-driven recommendations.

I hold a Bachelors of Economics degree from the University of Michigan, a Juris Doctor (J.D.) with the Loyola University of Chicago School of Law, as well as a certificate in Retirement Planning from the University of Pennsylvania – The Wharton School. I am a regular marathoner and triathlete. I live in Rochester with my wife Aubrey, two sons Liam and Camden, and our rescue dog Jack. We enjoy sports, being outdoors, and our great State of Michigan.

                Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning form the Wharton School of the university of Pennsylvania.