Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
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 is my goal every time we meet. I believe that superior financial planning starts with a commitment to service and professional integrity. 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 can provide custom-designed financial solutions which help my clients achieve their goals and help with life’s major obstacles.
I look at every client interaction as an opportunity to show the energy, knowledge and focus that my clients deserve. My clients’ financial welfare is managed with the utmost professionalism and timely responsiveness. The team I use to help my clients are highly vetted professionals who share my vision.
I entered the financial industry in 2008 shortly after receiving his B.S. in business statistics and analysis from Oakland University. While getting my career underway full time, I went back to OU to obtain an MBA by taking night courses and again graduated in 2010. From that time on I have operated my own practice as a fully comprehensive financial planning business.
I offer total financial needs analysis through a network of experienced professionals with experience in:
* Trust Services provided by The MassMutual Trust Company, FSB, a wholly-owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)
Check the background of this investment professional on FINRA's BrokerCheck
Oakland University Bachelor of Science in Production Operations Management
Master of Business Administration in International Marketing