My goal is to help individuals, families and business owners implement comprehensive financial plans that allow them to create and preserve their legacy.

To achieve this mission, I begin by meeting with you to learn about your goals, concerns, retirement needs and special objectives, such as college tuition, a second home or travel. Once I understand your needs and ambitions, I’ll help you create a suitable financial plan that emphasizes protection against capital losses.

Whether you live near my office in Michigan or life takes you further afield, you can always rely on me to manage and monitor your portfolios with integrity, thoroughness and consideration for your needs.