Broker Check

(248) 672-9056 | 7 West Square Lake Rd.
Bloomfield Hills, MI 48302

LinkedIn

You Have Dreams and Goals That You Are Striving For.

I strive to help you build confidence in your financial future:  

  • To help you feel a deeper sense of involvement with your money
  • To provide personal advice and counsel
  • To be responsive and readily available
  • To nurture a long-term relationship with you founded on transparency, accountability, and 35 years of experience.

We start with a conversation to discuss your dreams and goals with a fresh perspective.  After becoming familiar with your current investments and the reasoning which led to them, I will create specific recommendations if needed. This advice is just part of your relationship with me; it’s offered at no additional cost. Although my recommendations may result in trade commissions or other fees, charges, or expenses, all such costs are openly discussed with you.

I promise to answer all your questions honestly, openly, and completely.  It is important to me that we create a relationship built on trust and the belief that the best outcomes in life come from being fully engaged.

Contact Me Today.
Call (248)-672-9056 




Helpful Content

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.