Since 2001, I have helped my clients work toward their financial goals with the same commitment I practiced as a pilot in the U. S. Air Force. I proudly served from 1990-2001, flying E/F-111 and T-38 aircraft. I completed two tours of duty patrolling the No-Fly-Zone over Iraq, and I also served as an Instructor Pilot and Executive Officer to a Wing Commander. I rose to the rank of Major before embarking on my financial career.
I grew up in Frankenmuth, MI and graduated with a B. A. from Michigan State University in 1989. I earned a Master of Public Administration degree from Texas Tech University in 1993.
Professional education is also important to me: I have held the Accredited Asset Management Specialist™ designation since 2001, and I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007.
I leverage my military background to build strong relationships with disciplined, goal-oriented clients, and I look forward to working with additional like-minded people.
I am currently a CBM Services, Inc. board member, a past board member of the Midland Area Chamber of Commerce and past-president of the Midland County MSU Alumni Club. I am also a graduate of the Leadership Midland Class of 2003 and a current member of the Leadership Midland Alumni Association.
I enjoy sports, music and our community. I have three children and currently reside with my family in Midland.
CA Ins. License #OI81053