I develop long term proactive relationships with my clients and base them on my dedication, integrity and commitment to them, their families, and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role becomes that of a trusted and respected financial specialist who is the quarterback of all the financial aspects of the client. The goal is to maximize efficiency and effectiveness in achieving great success, wealth and protection.
Specialized Services Offered:
- Estate Planning
- Planning for a Secure Retirement
- Asset Maximization
- Pension Design and Administration
- Cash Flow Analysis
- Insurance Planning and Design
- Family Business and Succession Planning
- Executive and Group Benefits
- Wealth Management
Education and Training:
- Graduate of Michigan State – BA
- University of Surrey – Guilford, England
- Goethe Institute – Rothenberg, Germany
Community, Charitable or Professional Organizations/Associations:
- AALU
- Coach for Youth Basketball and Soccer