My Background

In addition to earning a Bachelor’s degree in Business from the University of Michigan and a Master’s degree in Counseling from the Merrill Palmer Skillman Institute.  I hold registrations in several areas of general securities and insurance licensed. I am also registered as an Investment Adviser Representative through Cetera Investment Advisers, LLC.

Continuing education is both a professional responsibility and a personal passion. For more than four decades I have remained a student of the financial services industry. In addition to my own ongoing study, Cetera provides regular educational and regulatory programs designed to help ensure compliance with industry standards and changing regulatory requirements.

One of the aspects of my work that I enjoy most is the educational process with clients. This involves developing clear and understandable explanations of financial concepts, products, and strategies. The personalized financial program I provide is designed to serve as a roadmap to help you work toward a more secure financial future. I look forward to using my experience to partner with you as you pursue your financial goals.