I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with managing assets, and reducing financial risk. My goal? To safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility,including loss of principle.
Since 1978 I've been helping business and individuals safeguard their assets and plan for the retirement they aspire.
I have attained both my CLU and ChFC degrees from the American College.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
315 West Lake Lansing Road # 200, East Lansing, Michigan 48823, United States
Monday - Friday: 8:30 -4:30 pm
Saturday: By appointment