Financial Advisor
Guided Portfolio Manager
Suite 1200
Troy, MI 48084
toll free: 866-922-8769
fax: 248-740-9530
- Brother Rice Business Alliance
President and Board Member
Bloomfield Hills, MI - Michigan State Alumni Association
Director and Board Member
Oakland County, MI - Brother Rice Alumni Association
Treasurer and Board Member
Bloomfield Hills, MI - Bethel Manor Christian Co-Operative
Past Board Member and President
East Lansing, MI - Birmingham Bloomfield Hills Chamber of Commerce
Organizing Committee - Vine & Dine
Birmingham, MI - The Huntsman Hunt Club
Dryden, MI - Beta Gamma Sigma
East Lansing, MI
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Bachelor of Arts - Finance (With Honors)
Eli Broad School of Business
Michigan State
East Lansing, MI - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 66 - Combined Uniform State & Investment Advisory Agent
- Life, Accident & Health Insurance Licensed
- 529 Plans
- Alternative Investments
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Foreign Exchange
- Futures
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Financial Advisor
Guided Portfolio Manager
Troy, MI - General Mills
Minneapolis, MN - DaimlerChrysler
Auburn Hills, MI - National Services Group
Okemos, MI - Smith Barney
Clinton Township, MI - Morgan Stanley
Rochester, MI
- Blue Chip Council
Smith Barney
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
- Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
- Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.

