My primary goal is to partner with my clients in developing strategies to help them achieve their unique, long-term goals. Before you can begin working on your financial goals, you must first define what's important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving a legacy for your heirs, or something else
? I understand the importance of providing service to a multi-generational client base and I am here to help my clients build their financial legacy. I am also passionate about developing strategies geared for the individual investor. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals. Providing specific financial strategies for you is important and I am dedicated to assisting you through complex and specialized financial needs. I come from of a long line of business owners, which includes Dentists, Chiropractors, and five Financial Advisors. This lineage had helped shape my desire to become an entrepreneur. I enjoy working with other small business owners and have a full understanding of the time commitments, struggles, dreams, and needs of the entrepreneurial mindset. I met my wife Nikki while we both attended DeVry University in Colorado where I earned my bachelor's degree. We lived a few years in Missouri where I obtained my doctorate degree and are happy to now be Michiganders. I have strong family roots here in Milan. Nikki and I enjoy spending time with our two boys and our dog. Some of our favorite things to do together as a family include archery, riding bikes, and exploring the beautiful state of Michigan. It is a privilege to be a part of the Edward Jones team here in Milan, Michigan.
