Value statement
For the past 25 years, I provided investment counsel to individuals, families and corporations. My goal is to implement strategies tailored to the objectives of each client. Wealth management, estate planning services and stewardship are central to my practice.
Qualifications
I passed the Series 7 securities exam while working at Independence One brokerage, a subsidiary of Michigan National Bank. I subsequently worked for regional firms, and came to RBC Wealth Management through the acquisition of Ferris, Baker Watts in 2009. I also passed the Series 9, 10, 31, 63 and 65 securities exams, and was awarded the Advanced Wealth Manager (AWM) professional designation by RBC Wealth Management.
Education background
I graduated from Miami University in Oxford, Ohio, in 1988 with a Bachelor of Science degree in finance.
Personal
I am a native of the Detroit area, having lived in the region my entire life. My wife and I are involved with Soar Detroit tutoring program for children. I enjoy skiing and travel.
