As a Complex Vice President with Equitable Advisors, LLC, and active member of the Richland, Michigan community, I am dedicated to helping individuals and businesses build their financial futures as well as building a team of professionals and expanding Equitable's presence in West Michigan.
To stay on top of my field and develop my professional skills since 2007, I regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
*Series 6, 7, 24, 63 and 65
*Life/Health Insurance
My academic achievements include:
*Bachelors from Central Michigan University
*Major in Personal Financial Planning
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered investment advisor of Equitable Advisors, LLC, and an insurance agent of Equitable Advisors. LLC, I can recommend the appropriate products and services to help you execute your strategy.
I currently reside in Augusta, MI with my wife Jessica, and our three kids. When I am not with my family or working I spend most of my time serving at my church in various capacities or maintaining our hobby farm.
Thank you again for visiting my website.