As co-founder and senior partner for InvestWise Financial, LLC, I have dedicated myself to the financial industry for over 30 successful years, continuously enjoying every minute of my endeavor.
Offering honest advice has helped me build my foundation on strong, long-standing relationships with all my clients, giving them the safety and security they deserve. Many have said that I excel at making complicated investment concepts easy to understand, I receive that as a great compliment.
I am very thankful to be surrounded by a loyal team of employees, most of which have been with me for over 20 years. My executive administrative assistant, Andrea Priestley, has been by my side for more than 25 years. My associates share in my dedication towards helping to ensure we prosperously meet all our client's needs, giving them in return financial freedom by safeguarding their futures.
Scott Rooney is my lead seasoned Financial Planner; he has joined me in recent years managing my client base service. Our team brings exceptional value by taking on a holistic approach, focusing on our client's current and future needs. We stand by their side, coaching them throughout this process and believing that the road to success begins here:
- Developing individualized investment strategies.
- Implementing proactive tax planning.
- Maximizing retirement planning.
- Highly focused on estate planning.
- Weighty different areas of insurance, including Life, Long-Term Care, and Medicare.
- Recognizing the importance of Social Security Analysis.
- Far-reaching towards Generational Planning.
On a more personal note, I am a loving husband, a proud father to four wonderful children who bring joy to my life daily. I spend my free time enjoying family vacations, golfing, and boating.
Central Michigan University, Bachelor of Science (B.S.), Business Administration and Management
Licenses / Certifications:
Office of Supervisory Jurisdiction (OSJ) for Cambridge Investment Research, Inc.
FINRA Series 24, 7, 66 Securities Licenses
Accredited Investment Fiduciary
Life/Health Insurance Licenses