I have been in the financial services industry since 1984. The first 15 years were a series of positions in the banking industry. I held various positions during my time in the Detroit area, the Grand Rapids area, and most recently in the Traverse City area. Those positions were wonderful experiences and taught me so much about business and valuing client relationships. So much so, that in 2000, I decided to become a financial advisor and began building a business based on working hard for my clients and becoming their trusted advisor. Since 2000, I have been working with and for my clients, building enduring financial strategies to help meet their financial life’s objectives.
I live in Glen Arbor, Michigan; my office is in Suttons Bay, Michigan; and I am proud to work with clients locally as well as in wonderful places like Colorado, Texas, California, Nebraska, and Florida, among others.
My educational background includes a bachelor's degree in economics from the University of Michigan-Dearborn, an MBA from Western Michigan University, and a graduate degree in banking from the University of Wisconsin in conjunction with the Central States Bankers Association.
I hold FINRA Series 6, 7, and 65 registrations through Commonwealth Financial Network® and fixed and variable life insurance licenses.