“My satisfaction comes from building complete plans and watching them come to fruition.”
- Specialties: Retirement planning, Long Term Care planning
- Licenses: CFP®, series 7, 63, 66 held with LPL Financial. MI Life Health and Variable Insurance held with the state of MI.
My process, my business beliefs, and my values are based on the principles of servant leadership. I only succeed when my clients do. I believe each individual situation is unique, whether planning for families or individuals, and deserves to be treated as such. My hope is to become a trusted partner and to help each client work towards achieving their financial goals.
I am currently studying for my Certified Financial Planner designation to better serve others and uphold the industry’s highest standards. My satisfaction comes from building complete plans and watching them come to fruition.
Working at MaxWealth Management located at Lake Michigan Credit Union is an incredible opportunity to enhance the financial well-being for all of our clients.
I am a West Michigan native. In my free time I enjoy being with friends and family, rooting for Michigan State (Go Green!), singing, and coaching high school football.
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.