Investment Advisor Representative
Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client
I hold series 6, 63, and 65 registrations with FINRA. A Livingston County resident for 33 years, I started my financial services career almost 35 years ago, working first at MetLife before joining Insight Financial Group in 2002.
When I'm not working with clients, I enjoy spending time with my wife and our four children, as well as our five grandchildren. I am also a music enthusiast, and enjoy going to concerts as much as I can.
I am licensed to sell insurance in: MI, OH and SC. I am licensed to sell securities in: FL, KY, MI, NJ, PA, and SC.I am a registered representative of and offer securities and investment advisory 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.