Background

I have over 30 years of experience in Business Financial Planning, Technology, and  Business Strategic Planning.

For the last 8 years, I have been working in the Personal Financial Planning area, specializing in family protection, and tax-favored retirement planning. 

My local firm has been working with individuals and businesses in the area for several years.

I obtained my engineering degree from The University of Michigan, and my  Masters in Business Administration from Texas A&M University. Currently, I am pursuing my CFP (Certified Financial Planner) at Barry University.  

I work to develop lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.