I am a Partner & Private Wealth Advisor with OWL Private Wealth AdvisorsTM and have spent over 15+ years as an advisor in the Metro Detroit area, initially going door to door meeting clients with Edward Jones Investments in Plymouth.
I graduated with a Bachelor of Business and Human Resource Management from Western Michigan University. With my background in the hospitality industry, I am focused on creating an exceptional client experience by employing a goals-based process unique to each client. As a child of working-class Detroiters, I recognize the importance of ensuring clients find value in working with a professional advisor and have a clear understanding of their costs.
In my spare time, I am active in service to my community with such charities as Crossroads of Michigan and Lutheran World Relief. I have a love of fitness, both practicing and teaching Gracie Brazilian Jiu Jitsu and Boot Camp Kickboxing. I live in Berkley with my wife Randi and our two sons Liam and Sawyer.
Licenses
Series 66, Investment Advisor Representative & Uniform Securities State Agent
Series 7, General Securities Representative
Life, Heath and Variable Annuity Insurance Licenses
Registered States: AZ, CA, FL, IL, MI, NV, NY, OH, SC, TN, UT
