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Welcome to our office! We are located in Southgate, MI, on Northline. Are you planning on retiring within the next five to 10 years and want to turn your investments into income? Our 5 step retirement plan can help you make confident retirement decisions. 1. Discover how much money you need and when. 2. Decide when to take Social Security and how to take your pension. 3. Our Retirement Income Distribution Plan will help you to decide how much money to take OUT of the market and when. 4. Discuss income tax efficiency and financial impact at death. 5. Plan for success and prepare for risks by reviewing your plan at least 1 time per year. Get started on your 5 Step Retirement Income Plan today by calling us at 734-284-1838.
With over 26 years of experience, I am dedicated to providing personalized financial guidance. This is my life's work and brings me such fulfillment. I enjoy making financial planning a simple and understandable process. I specialize in retirement planning, retirement income distribution plans, investment management, income tax efficiency, and estate strategies. I will take the time to assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies. My wife, Laurie, and I attend Christ the King Lutheran Church in Southgate. We are a house divided with my son Spencer graduating from the University of Michigan with a master's degree in mechanical engineering, happily employed at Dynamic Motion Control Inc and my daughter Maya graduating from Michigan State University teaching at Northville Schools early elementary. In my free time I enjoy running, swimming, mountain biking, water skiing, downhill skiing, gardening in my koi pond, traveling, and spending time at the cottage. The 2025 highlight was our trip to Park City Utah for some hiking.
- Member - MDRT Top of the Table; Industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.
- Member- NAIFA
- Retirement Income Certified Professional
- FINRA Series 07 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 65 Uniform Investment Advisor
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Alabama
- Arizona
- California(Insurance Lic. #4377982)
- Florida
- Georgia
- Michigan
- Nevada
- Ohio
Insights
Office location
Southgate Location
14535 Northline Road
Southgate, MI 48195
Phone734-284-1838Fax734-285-4868HoursSouthgate, MI 48195
M – Th: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations