Business Philosophy
My goal is to provide corporate executives, families and business owners with assistance in building their wealth and financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.
Areas of Focus
- Retirement Income Planning
- Comprehensive Financial Planning
- Investment Allocation
- Student Loan Refinance
- Asset Protection
- Wealth Transfer and Estate Planning
- Employee Benefits
- Employee Stock Options
My Qualifications
- Certified Financial Planner
- Registered to offer securities in AZ, CA, FL, GA, IL, MD, MI, MN, ND, NE, TX, WI
- Licensed to sell Life and Health Insurance in AZ, GA, IL, MD, MI, MN, NE, TX, WI
- BS, University of Michigan
- MBA, University of Chicago
Personal
- New resident of Texas, relocated from Minnesota
- Originally from southwest Michigan
- Hobbies: Photography, bicycling, travel, and wine connoisseur events
CRN202207-267702