Born and raised in Southwest Michigan with a degree in accounting and finance from Cornerstone University. I am passionate about educating individuals and families so that they can achieve their personal and financial goals. My mission is being committed to building strong relationships with my clients so that I can remain a resource throughout their lives.
Areas of focus:
• 401(K)/IRA Rollovers Strategies
• Asset Allocation
• Preservation Strategies
• Retirement Income Distribution Planning
• Tax-Efficient Investing and Distribution Strategies
• Guaranteed Income Strategies
• Insurance
• Long-Term Care
*Series: 7, 63, and 66
*Life/Health Insurance
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.