Our team of professionals has decades of experience in retirement planning and wealth management along with a robust entrepreneurial spirit. Like most entrepreneurs, our focus is on cultivating honest, long-lasting relationships with our clients that typically consist of family, friends and, importantly, our local community. We work with investors at all stages in life from the participants in the group retirement plans that we mange, to the family preparing themselves for sending their children off to college or preparing to retire, all the way through to the fully retired couple enjoying the fruits of their lifetime of hard work and planning the legacy they will leave behind for their loved ones.

No matter who we are working with our mission is the same:

“To preserve and grow our client’s assets to protect their present and enable their future.”

Retirement Planning and Advisory Services. 401K plans, rollover accounts, life insurance, managed accounts and ongoing investment advice.  Estate planning strategic partner, 401A, 457 Deferred Comp plans.

BRAG member since 2006 and supporter of networking and business development. 

I serve my clients by listening and understanding what's most important to them, whether they're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most. We can work together to develop specific strategies to help you achieve your goals.

I have worked within the financial industry for several years, specifically at Edward Jones. I served as the Branch Office Administrator for the Richmond, Michigan, office from 2020 until early 2024 before deciding to make a change to become a financial advisor.

About Michigan Schools and Government Credit Union

Founded by a small group of educators, Michigan Schools and Government Credit Union has been providing quality financial services to the community for more than 66 years and welcomes everyone in Michigan to bank with them. They offer a full range of loan, deposit, checking, credit card, mortgage, and insurance products for those that live in Michigan. In addition to MSGCU’s products and services, they provide financial education to their members and the community  through virtual workshops and in-classroom presentations. MSGCU has branch offices in Macomb, Oakland and Wayne Counties. The credit union earned a 96% member satisfaction rating for two decades and five stars, as reported by Bauer Financial, for more than 30 years. MSGCU has been honored as a Top Workplace by The Detroit Free Press for many years.

MSGCU is insured by NCUA and an equal housing lender.