Welcome!
As a Financial Professional, my goal is to help you keep as much of your hard-earned money in you and your family's pockets as possible by helping you be more informed and educated consumers. I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of long-term care, death, and disability
- Charitable giving
- College planning
- Life insurance
- Personal finance guidance
I'd love to establish an ongoing financial relationship with you to help you reach YOUR financial goals. I am able to help service people in Ann Arbor, surrounding areas, and multiple states thanks to Zoom!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Ann Arbor Office
- Phone:
- 734-492-6501
Hours
M – F: 9 a.m. – 6 p.m.