“A financial plan is the GPS to working toward financial goals. Whether the goal is retirement, funding education, budgeting or succession planning, a financial plan will create the directions to get there. If on the way we hit construction, we can always reroute.”
- Specialties: Wealth & retirement planning, insurance and long term care
- Licenses: : Series 7, 6, 63 through LPL Financial. Life & Health with the State of MI. Certified Financial Planner
While I started my career in banking fifteen years ago, my true passion is providing financial education, sense of purpose and assisting clients with financial decisions to help them pursue their short and long term goals. This passion is what led me to want to dive deeper in my understanding of all areas of finance and pursue the CFP® certification as well as licensing to become a financial advisor.
Personal finance is an important area for everyone, and it can be both complex and confusing and an area of stress for most people. My goal is to alleviate that stress by getting to know what is important to a client, what keeps them up at night and then to customize a path to help them work toward financial success. I strive to put client needs, feelings and goals ahead of my own and their best interest is at the heart of every recommendation I make.
In my free time, I love to explore pure Michigan. Camping, kayaking, going to the beach and hiking with my son are all passions of mine.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by the NCUA or Any Other Government Agency.||Not Lake Michigan Credit Union Guaranteed.||Not Lake Michigan Credit Union Deposits or Obligations.||May Lose Value.|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.