Bay City, Michigan Financial Advisor
Proudly serving our Great Lakes Bay community!
Welcome! As a Financial Representative my goal is to establish an ongoing relationship with you to help you reach your financial goals. I specialize in helping people in the following areas:
• Retirement income planning
• Investment management
• Protecting loved ones against the impact of long term care, death, and disability
• Charitable giving
• College planning
• Tax efficiency
Additionally, I hope to inspire generosity in our community. Through programs like Thrivent Action teams, Thrivent Builds, and Thrivent Choice Dollars, our members can work with me to give back! My office is centrally located to help service people in the Great Lakes Bay Region. Call or stop by my office to learn more or set up an appointment.