Education: BSBA - Central Michigan University & MBA - University of Detroit

 

Certifications: Series 6, FINRA Series 7, Series 63, Series 66, Resident Producer (Accident, Life & Health Insurance & Property & Casualty), Accredited Investment Fiduciary

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Career Statement: I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as financial planning for college, protecting against loss of a loved one, and insuring long-term care in later life, I will be there to help.

 

• Personalized Financial Planning

• Retirement Planning - Personal (IRAs) and Employer Sponsored Plans

• Investments - Mutual Funds, Annuities (fixed and variable), Stocks and Bonds available through Lincoln Investment 

• Customized Retirement Counseling

• Education Planning - 529 College Savings Plans, Coverdell Education Savings Account, UGMA/UTMA

• Insurance - Life, Long-Term Care

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