MSFS, AEP®, CPWA®, CFP®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning
I have been blessed to have great values instilled upon me by my father and grandfather. I learned the importance of hard work and to strive for excellence in all that I do, both personally and professionally.
One of my greatest honors is to work with families that my grandfather and father worked with, and fulfill the promises made generations ago. I never got to meet my grandfather, but his legacy and values instilled in our family influences many of my decisions today.
I am happily married to my wife, Meloney, and we have two great kids. With my free time I like to play golf, travel and dedicate time to our local church.
Academically, I received a Bachelor’s degree from DePauw University and a Master of Science in Financial Planning from The American College. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold the Certified Private Wealth Advisor® designation. CA Insurance License#: 4014515, State of Domicile: MI
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