As a CERTIFIED FINANCIAL PLANNER®, or CFP®, professional, I deliver thoughtful, customized strategies to help align your financial decisions with what matters most. My role is to be your partner—someone who listens, clarifies your goals and helps you build a plan that evolves with you. Whether you’re nearing retirement, managing generational wealth or navigating a financial transition, I’m here to provide clarity, confidence and structure.

I serve individuals, multi-generational families, attorneys and professionals preparing for retirement. Many seek a personalized experience that integrates investments, planning and coordination with trusted legal, tax and real estate professionals. Whether I’m working with your team or recommending one of mine, the goal is the same: seamless execution aligned with your priorities.

Financial strategies aren’t just about investments—they are about making intentional decisions at every stage of life. Our process is centered around you: we meet at a comfortable cadence, establish your priorities and develop strategies tailored to your goals. Whether it’s wealth management, retirement income planning or intergenerational wealth transfer, our office is equipped to help you navigate what lies ahead. For business owners, I also guide transitions with confidence and clarity.

I’m a second-generation financial advisor, having taken over the practice from my father. I earned my bachelor’s degree in finance from Michigan State University and hold the CFP® and AAMS® certifications.

Our office is supported by Senior Branch Administrators Nicole Draper and Wendy Merritt, who bring over 30 years of combined experience. They handle operational and service-related needs promptly and thoroughly, providing a seamless, tailored experience. I also work alongside Financial Advisor Erin Chevrette, who brings 14 years of corporate finance experience and a strong commitment to helping families reach their goals.

Outside the office, I serve as foundation president of the Northville Rotary Club. I’m also a chairperson for the Mentorship Society at the Detroit Athletic Club. My wife, Suzie, and I enjoy traveling, art and enjoying food, whether we’re cooking at home or exploring metro Detroit and beyond.