Specialize in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. I have ...more

Specialize in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. I have over ten years of experience in multiple areas of the financial industry, inclusive of several years with hedge fund Citadel Investment Group. I earned a bachelor’s degree in business administration with a focus on corporate finance from Central Michigan University and I am a CERTIFIED WEALTH STRATEGIST practitioner.less