About Your Advisor

• CERTIFIED FINANCIAL PLANNER® for over 35 years

• Investment Advisor Representative

• Master of Business Administration

• B.S. in Healthcare Services Management

• B.S. in Business Administration

• Adjunct Professor, Oakland University Investments (2014-2015)

• Masters Swim Team & Avid Cyclist

• Husband for over 35 years & Father of 3 Kids

• Resides in Rochester, Michigan