When it comes to financial planning, the difference between having it done and having it done as well as it could be is substantial. Improving the bottom line for my clients and my clients’ families is my goal every time we meet. I believe that superior financial planning starts with a commitment to service and high ethical standards. I find that every client has a unique situation and therefore the industry standard of taking a cookie cutter approach simply isn’t good enough. By having a thorough understanding of my client’s needs I am able to provide custom designed financial solutions which help my clients achieve their goals and help with life’s major obstacles.
I entered the financial industry in 2008 shortly after receiving my B.S. in business statistics and analysis from Oakland University. While getting my career under way, I went back to OU to obtain a MBA by taking night courses and again graduated in 2010. From that time on I have transformed my practice into a fully comprehensive financial planning business. My clients’ find that I am ambitious, disciplined and service focused. This stems from my family history in the financial industry.
I offer total financial needs analysis through a network of experience professionals in:
- Advisory Services
- Retirement analysis and programs
- Income protection strategies
- Estate Strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust Services*
*Trust services offered through the MassMutual Trust Co., FSB
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies