Broker Check

Charlotte, MI Financial Advisor

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Confusing jargon? Incomplete information? Not here.

Confusing jargon? Incomplete information? Not here.

Investing can seem intimidating and retirement only an option for the elite. I am here to try to change that. Regardless of your age or background, I believe everyone can live better lives with robust financial education and investment management. As a fiduciary financial advisor, I aim to teach and to guide individuals from every walk of life. 

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 Looking for a financial advisor in Greater Lansing? Let's chat!

Everyone's situation is unique. I offer complementary first meetings to learn more about your situation and what I can do to help. If your needs are outside of my scope, I can pass along information of another trusted financial advisor. What do you have to lose?

Thank you!
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Let Me Help You Find Your Freedom

Let Me Help You Find Your Freedom

Tired of feeling like financial adviors are only trying to sell you products? I am an independent, fiduciary financial advisor with a passion for education. This site is intended to be a financial resource to give you general guidance from someone working in the industry. Let me teach you how to find your freedom. 

Who We Serve

Helping investors from every background

Retirement

Retirement

This is my bread and butter. Being on the doorstep of retirement can be intimidating. Let's see if you're ready!

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Small Business Owners

Small Business Owners

Options abound but which retirement plan is right for business owners?

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Working Professionals

Working Professionals

You've got the income but do you have the discipline and know-how to retire young?

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Do-It-Yourselfers

Do-It-Yourselfers

Have the energy but just need direction?

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How can I help?

I understand that not everyone’s financial situation looks the same. Cookie-cutter plans and advice can only get you so far.  Life gets complicated and sometimes it is easier to let someone else take the wheel. As an independent agent, I am not tied to any particular fund family so I have access to a wide variety of plans to fit your strategy. 

To give you a free glimpse into what I can do for you, I offer a complimentary consultation to go over your current plan. We meet to go over your situation, I provide you with an analysis of your current plan, and you decide whether you would like to move forward. There is no obligation or cost for the initial consultation.

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As Simple As 1, 2, 3

Beginner Investor Education

Learn the basics

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Financial Independence

Grow an emergency fund. Eliminate high interest debt. Minimize expenses. Grow your income. Invest. Stay the course.

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Early Retirement

What is the finish line?

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STEP

1

Educate Yourself

Use this site as your starting point to arm yourself with the basic tools needed to begin.

STEP

2

Follow the Five Steps to FI

It is simple, I never said it was easy.

STEP

3

Get A Co-Pilot

Life happens. Plans change. Things get complicated. Enlist me as your advisor.

Our Office is Located in Downtown Charlotte, MI

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