I have obtained the Chartered Financial Consultant®, or ChFC®, and the Accredited Asset Management Specialist™*, or AAMS™, designations. It is my goal and my passion to help improve the lives of my clients and the people around me. I enjoy Michigan's UP and the awesome people who live and travel here. My wife and I are heavily invested in this community and love boating, gardening and the great ou
tdoors. I have served on many boards and committees to help give back and serve this great community. My roles include past Chamber president, past Mackinac Economic Alliance president, past Saint Ignace Visitors Bureau vice president, past Planning Commission member, past Events Committee member, past Kiwanis member, and current Mackinac County Board of Commissioners District 3 member. My ideal client is a serious long-term investor who is looking for financial advice and would like a face-to-face or virtual relationship to last a lifetime. I provide personal, goal-oriented financial advice. I work with clients throughout their financial journey to help keep them on track by providing guidance through good and bad markets to reach their financial goals.
*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.