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Get to know ME

For me, financial advising is about people — not just portfolios. I believe trust is the foundation of every great relationship, and my goal as a financial advisor is to help individuals feel confident about their financial future by understanding what matters most to them. My path to this career wasn’t traditional, but it was shaped by purpose. After graduating from Michigan State University, I spent several years working in the insurance, mortgage, and medical device industries. Those experiences taught me discipline and accountability, and how meaningful it can be to help people navigate important and complex life decisions.

Over time, I realized that so many of the people I met — friends, family, colleagues — had one thing in common: they wanted to feel secure and confident about their finances but didn’t always know where to start. I saw firsthand how overwhelming financial decisions can feel and how powerful it is when someone has a trusted partner to help guide them through it. That realization is what drew me to financial advising — the opportunity to combine my background in service and communication with my passion for helping people take control of their financial future.

Outside of work, I stay grounded in the things that matter most — family, friends, and community. My wife, Taylor, and I were married in 2024 on the bluffs of Frankfort, our favorite spot in Michigan. As lifelong Michiganders, we make the most of every season here — whether attending a Spartan football game in the fall, getting out on the golf course, or spending a day on the lake.

A quote that continues to guide me is from Henry Ford: “Whether you think you can, or you think you can’t — you’re right.” It’s a simple but powerful reminder that mindset determines outcome. That belief shapes how I approach both life and my work — that with the right plan, the right mindset, and the right support, anything is possible.

EDUCATION AND DESIGNATIONS

Bachelor of Finance from the Eli Broad School of Business,
from Michigan State University




I look forward to seeing you soon!


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