Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Financial Education
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am licensed to sell insurance in: Indiana, Iowa, and Michigan.
I am licensed to sell securities in: Indiana, Iowa, and Michigan.
I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org).
Supervisory address: Supervisory address: 99 Monroe Avenue NW, Suite 700, Grand Rapids, MI 49503 (616) 447-7665
FINRA Series 6, 63, 65
Check the background of this investment professional on FINRA's BrokerCheck
MBA - Ferris State University (2020)
MS in Mathematics - University of Kentucky (2005)
BS in Sec. Ed. - Central Michigan University (2001)