Along with my Senior Branch Office Administrator, Michelle Strong, our practice is dedicated to providing business owners, families and individuals with the highest level of service possible. Our goal is to know them (in regard to health, family, purpose and finances) on a deep and personal level to partner with them throughout their many stages of life. For our current and future business owners
specifically, offering and helping to manage a retirement plan for your company can be one of the most rewarding and challenging decisions you can make. Our team and firm provide the availability and accessibility to personalized plans and the ability to address the needs and questions for you and your employees. I hold the AAMS™ and CRPS™ professional designations from The College for Financial Planning®, I am Series 7 and 66 registered, and am licensed to provide life insurance, disability insurance, long-term care insurance and annuities. My wife, Dana, and I reside in Linden/Fenton Township and have four children: Mya, Leo, Maggie and Hank. We attend The Rock Church, and I am an active member of the Fenton Community Fund Advisory Board. I also enjoy coaching and supporting my children's sporting events and extracurricular activities. Previously, I served as the president of the Fenton Area Optimist Club and was a member of the Fenton and Linden Regional Chamber of Commerce and the Kiwanis Club of Linden. We are blessed to grow with and come alongside everyone we work with. We look forward to earning the opportunity to build a relationship with businesses, individuals, families, accountants and attorneys where suitable, and to help them accomplish their financial and personal goals.
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