I have over 24 years experience as a licensed LPL financial advisor. I am a registered principal and Investment Consultant. I hold the FINRA Series 7, 63, 66, and 24 registrations with LPL Financial. I am also licensed for Life, Disability, Health Insurance, and Long Term Care insurance products.
I grew up and went to school in Kalamazoo, MI. I am a graduate of Western Michigan University with degrees in Finance and Marketing.
By keeping clients goals in focus, my objective is to serve clients best interests and disclose and manage any “conflicts of interest”. LPL Financial does not sell any proprietary products. LPL Financial advisors do not have to address any sales quotas in any financial instruments.
LPL Financial offices are independently owned. I am the owner of my branch as well as the Branch Manager. I have been with LPL Financial since April 1998 and started serving clients with my previous firm in September 1990.
I give unbiased, independent opinions of your current investments and how they match up to achieve your goals and wishes. I tailor strategies to help you address those goals using investments that are in line with your objectives and risk tolerance