Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, College Funding Strategies, Student Loan Refinancing
"Knowledge is the key to a successful financial future"
I offer an analysis of your current financial situation and help you to identify financial goals and concerns, review what is currently being done to reach those goals, identify any potenetial areas of opportunity, and offer options and solutions where possible.
I work closely with my clients and can work with you as well. I will assist you as you:
I am licensed to sell insurance and securities in Michigan.
I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:
99 Monroe Ave NW, Suite 700
Grand Rapids, MI 49503
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