I help my clients define and monitor progress toward their financial goals. Together, we develop customized planning strategies to help navigate changing market environments, minimize income taxes, and maximize their net worth.
I specialize in investment advisory and retirement planning for affluent and emerging affluent individuals and families. I construct portfolios that are optimized on a tax-adjusted, risk-adjusted, and fee-adjusted basis. Clients appreciate that I can help them define their goals and build out a plan to achieve those goals. By taking a holistic view of their situation, I help ensure that all aspects of their financial life work in harmony.
I was drawn to this profession because it married my fascination with the capital markets, the problem solving of personal financial planning, and helping people achieve their goals. It’s extremely fulfilling to guide clients through the different phases of their financial life and see them achieve their goals.
I earned my BS in finance from Oakland University.
Outside of work, I enjoy spending time with my wife and son. We love spending time outdoors and staying active, cooking, and traveling together. I’m also a lifelong learner, and I love to read and discover new things.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
