With over thirty years of investment experience, my commitment is to help individuals and families with setting retirement and other financial goals. A native of Michigan, I spent the majority of my business career in New York City in various investment banking and advisory roles at financial institutions prior to moving back to Michigan in 2019. from Swarthmore College, and M.B.A. from Northweste
rn University and a M.S. from the London School of Economics & Political Science. My securities licenses include FINRA Series 7, 63, and 66. I am licensed for life, health and property & casualty insurance. For recreation, I enjoy bicycling, travel and fine art collecting.