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Values: Service • Wisdom • Integrity • Teamwork
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Mission is to improve the lives of clients by developing inter-generational planning relationships that align actions with their dreams, goals and values |
My capacity to enrich lives continues to grow. As a husband, father of three and financial advisor, I value my time and seek ways to simplify my life. Consider letting me and my practice do the same for you. I help clients plan to succeed, simplifying their busy lives, allowing them to be more productive while providing peace of mind through financial planning. Please call, let’s talk.
My desire for growth has led to a vision of being the “practice of choice” for financial and tax professionals within five to seven years of retirement, who are seeking the ideal team to transition the care of their valued clients. Allow me to send you a white paper on Equity Management: determining, protecting and maximizing practice value. Call or email me to discuss more about valuations, continuity and succession planning.
Last, but certainly not least, I again wish to express my gratefulness for my clients' favorable evaluations for this honor. Your continued business, support and loyalty are not taken for granted. You remain in my heart and mind, thank you.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Estate Planning |
| | | Insurance |
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Working with this financial advisor is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 142,000 consumers) and registered financial services representatives (over 5,000 financial services professionals) to evaluate the approximately 11,500 wealth managers in the Detroit area (includes Genesee, Livingston, Macomb, Monroe, Oakland, St. Clair, Washtenaw, Wayne counties in the state of Michigan). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Detroit area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, HOUR Detroit or DBusiness.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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