Private Wealth Advisor
I am a Private Wealth Advisor with OWL Private Wealth Advisors and have spent over 12 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 recognizes 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.
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