Before my professional career began, my father and grandfather were helping families to strategize and implement insurance plans to help clients meet their needs. As the 3rd generation professional and Investment Advisor Representative for over 20 years, I have continued to expand our practice to encompass all aspects of individuals, families or a business's financial goals. I am truly grateful to help clients create a strategy that not only identifies their long-term needs, but structures a plan to ensure that their goals and legacy interests are realized. It really is true, that no two clients are the same and that over time, daily life brings about changes to nearly everyone's original plans. This close relationship with our clients brings excitement and joy to every new day. I rely on our partners daily for support on the latest and the most innovative financial tools available in the market place and it ensures we stay at the forefront of creative ideas and implementation. lll
I was very fortunate to find and marry in my youth. Sara and I met in our freshman year at the University of Michigan while I was obtaining my Business degree and she was earning her Arts and Sciences degree. After nearly 7 years of marriage, Brody was born and every year since seems to go faster. We are blessed to have a close-knit group of family and friends. Our home, church and place of work all reside in Clarkston, where we enjoy every moment we can. Summer is short in Michigan and we spend as much time as possible on our wonderful Great Lakes. When you have clients, family, and friends you share life with on a daily basis, it's easy to be humbled by what the Lord can bless you with.