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