100 E. Big Beaver, Suite 840
Troy, Michigan 48084
“He profits most who serves best.” – Arthur F. Sheldon
My mission is to provide comprehensive personalized financial planning services specifically focused on your short and long-term goals, your personal risk tolerance and your current and future income requirements.
With this mission in mind, I tailor my financial planning process to meet your individual wishes. At our initial meeting, we will explore your current financial health, determine how conservative, moderate or aggressive you are towards investing, and discuss your unique financial goals. With this information, I will compile a comprehensive personalized plan of recommendations best suited to your financial needs & desires in accordance with your stated objectives.
The distinctive edge I offer my clients is active portfolio management in an attempt to reduce volatility. I use downside risk controls to limit losses. I monitor a variety of stock, bond, currency and commodities market indicators daily, which is quite different than the traditional “buy and hold” approach.
My clients benefit from my 25 years of financial planning experience with the added expertise I bring to the table as a Certified Financial Planner (CFP). Completing the Certified Financial Planners Board of Standards (CFP Board) program entails extensive training in professional conduct and fiduciary responsibility, investment planning, insurance planning, asset protection planning, estate and retirement planning, and developing financial plans. In order to maintain this certification, I must complete annual continuing education courses designated by the CFP Board. In addition to my CFP certification, I hold a Master of Business Administration, a Bachelor of Science in Business Administration and a Bachelor of Science in Health Services Management.
In my personal life, I am a family man first, followed by the joy of bicycling. I am an active member of Clinton River Riders Bicycle Club, participating in numerous local road trips in the Greater Metropolitan Area of Detroit & Canada. I have also completed a number of long-range bicycle trips on a triple tandem (3-seater bike) with my family, including a 350-mile tour of Michigan’s Upper Peninsula, a 425-mile Michigan coastline trip from Grand Haven to Mackinac City and a 500-mile Wisconsin tour from Eagle River to Prairie du Chien.
I enthusiastically look forward to serving you as we work together to build and maintain your financial house.