CFP®, CMFC®, LUTCF®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Estate Planning, Business Succession Planning, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Charitable Giving, Financial Education
English
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
MA: University of Michigan, Ann Arbor (1985)
BA: University of California, Berkeley (1981)
Travel
Rotary International, member since 2001