“It's not about timing the market; it's about time in the market.”
As a holistic financial planner, I bring together industry professionals from multiple disciplines to help individuals and families create a financial plan around the basis of education. I begin by creating personalized investment and retirement income strategies that focus on proactive tax planning, risk reduction strategies, beneficial insurance options, social security maximization, estate planning organization, and generational planning. Working with a team of experienced CPAs, Estate Planning Attorneys, and Medicare Specialists I can provide a complete, one-stop-shop for my client's unique situations.
Building a strong foundation of trust with my clients is what I strive for, it is an ongoing relationship that I look forward to nurturing for years to come. When my clients come to me with their questions and concerns, I am confident that when they leave my office, they understand my recommendations, having gained the knowledge and right tools to help them make sound decisions. My approach is educating financial concepts in an easy-to-understand way successfully.
With great pride, my firm is recognized for being at the forefront of education. I am a passionate public speaker, continuously educating thousands of people through financial workshops. Also, actively through invitations by my peers in the field, I lecture at financial conventions, educating other advisors on lasting investment strategies for retirement, social security planning, estate planning, and taxes throughout retirement. Given these real-life experiences has boosted my financial knowledge among other seasoned advisors in the industry. I continuously seek to reach new levels by staying ahead of the latest financial trends and by seeking ways to continue my education. I am a board member of one of the most prestigious IRA and Tax Planning groups Ed Slotts IRA Advisor Group,
I aspire to see my clients enjoy the money they actively saved over the years. Having a strong security during their retirement years without money being a factor of stress is my priority. Regardless of the ups and downs of the market, they will feel financially stable, being able to enjoy the life they built over the years with my guidance. My intention is to have a positive impact on others while feeding my entrepreneurial spirit. I have the inclination that success will not be found through material items, but through the love for people that surround me and a passion for what I do.
In my free time, I enjoy waterskiing, mountain biking, snowboarding, and spending time with friends and family.
Grand Valley State Seidman School of Business
Bachelor of Business Administration (B.B.A.) Majoring in Finance
FINRA Series 7
Series 66 licenses
Life & Health insurance licenses
Bucket Plan Certified
Board Member of Ed Slotts IRA Advisor Group
Clarity2Prosperity: Mastermind Group - An elite group of high-performing advisors who collaborate to find the best strategies for clients in an ever-changing world.