Paraplanner

When I’m Not Working:

 
When I’m not working, I spend most of my time outdoors. Fishing is a major part of my life, from competing in salmon tournaments on Lake Michigan to spending time ocean fishing, where some of my favorite species to pursue include yellowtail snapper, grouper, and tuna. I also enjoy hunting and lease land in Michigan’s Thumb region, where I focus on whitetail deer and take part in some waterfowl hunting each season.

During the summer, you’ll often find me on the golf course, enjoying the chance to play and experience different courses—usually with a competitive edge. Travel is also an important part of my life, especially when it means creating shared experiences with family, as most of the travel I do is with them. When I’m closer to home, I enjoy staying active, cooking, and watching my favorite teams—the Lions, Pistons, and Michigan State.

How I Support Our Clients: 

I work directly with clients to help them navigate major financial decisions, from planning for their child’s college education to building a secure and sustainable retirement strategy. My goal is to help families invest confidently in their future without putting their short term fun (and needs) at risk.

I prepare detailed financial and retirement plans that give clients a clear, organized view of their financial picture and long term goals. Through careful data analysis, financial modeling, and number driven projections, my team and I help clients understand how today’s decisions impact their future so they can make choices with confidence rather than uncertainty. These plans are designed to support meaningful conversations during meetings and provide clients with clarity around progress, risks, and opportunities.

I also manage meeting preparation and follow up to ensure each client interaction is intentional and productive. By handling the behind the scenes details and maintaining an organized client servicing calendar, I help ensure meetings stay proactive rather than reactive and that no commitments fall through the cracks. This structure allows advisors to focus fully on the client while giving families confidence that their plan is being actively monitored, updated, and supported between meetings.

Above all, I’m focused on providing a smooth, supportive client experience and making sure clients feel informed, confident, and well cared for throughout every stage of their financial journey.