2160 Grand River Annex. Ste 100
Brighton, MI 48114
phone: Show Phone

I've been a financial advisor with Edward Jones for over 14 years. Prior to joining Edward Jones, I worked in the banking industry. In order to better serve my clients, I earned the CFP®, AAMS® and ADPA® certifications. I take time to understand what is most important to my clients and build tailored solutions using an established process. Once the strategies are implemented, I continue to partner with my clients to inform them of any developments, address any of their needs and help keep them on track. In order to provide a comprehensive service, I regularly collaborate with their CPAs, attorneys and other trusted professionals, always keeping client information confidential. I'm proud to serve a variety of clients with wide-ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer and ensure all family members are treated with the utmost care and respect. I also work with business owners to create solutions for business succession, asset growth and tax reduction. No matter their current situations, my clients are assured that I will work tirelessly to help them achieve financial success.