You and your financial goals have remained my focus from the start of my financial services career in 1995. Your custom plans and investment strategies can help you enjoy an independent retirement, save for a loved one’s education, or preserve your hard-earned wealth. If this sounds appealing, come in for a cup of coffee and together we can explore your situation.
I am a member of the Midland Rotary Club and a past president of the Midland Community Center Board. I have also volunteered with United Way campaigns, the Boy Scouts, the Midland Camping Council and the Rotary Foundation.
I earned the CERTIFIED FINANCIAL PLANNER™ certification in 1997, and I stay current with continuing education requirements. I graduated from Cornell University with a Bachelor of Science and Master of Engineering degrees. I earned my Master of Business Administration, with concentrations in Finance and Financial Markets, from the Johnson Graduate School of Management at Cornell.
As a native Mid-Michigander, I am fortunate to have family nearby. Away from the office, my wife Kristina (Kris) and I keep active by walking, hiking, motorcycling and skiing.
I have also discovered the thrill of the sky, earning my private pilot license in 2016 and following up with my Instrument Rating a couple years later.
CA Ins. License #OH02084