Contact Info
Oakland Together 40 Under 40™
Executive Office Building, 41W
2100 Pontiac Lake Road
Waterford, MI 48328
Executive Office Building, 41W
2100 Pontiac Lake Road
Waterford, MI 48328

As a financial adviser, I create and implement comprehensive financial plans for families and individuals that are tailored to their specific needs and goals. I love my job because I get to help people. Each day is different, with new experiences and new opportunities to assist clients in planning their futures.
In addition to the love of my job, I am passionate about giving back to others in the community. My wife and I personally created and funded the "Ideas with an Impact" grants for the Pontiac School District. These grants directly benefit the students, funding behavioral programs, new books, field trips and much needed chemistry supplies.
I am a proud alumnus of Western Michigan University, with degrees in both Personal Financial Planning and Accountancy. I am also a licensed Certified Financial Planner (CFP) and Certified Public Accountant (CPA). In 2018, I was named to the Forbes Top Next-Generation Advisor list. Additionally, I have served on the Finance Council of St. Anastasia for the last five years.
Outside the office, I am an avid pickleball player who plays competitively and has won numerous tournaments.
The information presented here was accurate as of January 1, 2019.
Executive Office Building, 41W
2100 Pontiac Lake Road
Waterford, MI 48328