Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
A graduate of the University of Michigan in 1980, I have been an Ann Arbor resident for 45 years. I hold series 6, 7, 8, 24, 26, 63, and 65 registrations with FINRA and started my financial services career almost 35 years ago. To work more independently for my clients, I started Insight Financial Group in 2002.
My interests outside of work include reading, watching movies, spending time with my family and friends, and hiking.
I am licensed to sell insurance in: AL, AZ, CO, DC, FL, IL, MI, NV, NJ, NM, NC, OH, and TX. I am licensed to sell securities in: AZ, CA, CO, DC, FL, GA, HI, IL, MI, MN, NC, NJ, NM, NV, NY, OH, OR, TX, VA and WA. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3000 Town Center, Suite 3100, Southfield, MI 48075. (248) 357-7600. Insight Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.