As our firm’s Executive Director, I’ve found myself in the position of understanding and addressing the complex and diverse needs of our high-net-worth clients. I’m here to offer wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance. I often work closely with business owners, executive teams and their advisors to help these clients determine and realize their financial goals.
Education
I earned my Bachelors of Art in accounting from Michigan State University in 1983. In 1994, I received a Masters of Science in Finance from Walsh College in Troy, Michigan.
Recognitions & Awards
Professional Registrations
- Life, Accident, & Health Insurance Licenses
- FINRA Series 7 & 65
Personal
My wife, Eileen, and I live in Plymouth, Michigan where we raised our five children, Kathleen, Colleen, Brendan Pat, Maura and MaryGrace, who have now graduated from college and moved on to start lives of their own. I enjoy playing an active role in my community and am a member of Our Lady of Good Counsel. In my free time, you’ll find me spending time with my family and friends, but I especially love spending time with my grandchildren.
*The FIVE STAR Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine.
**Honorees of the 1999, 40 under 40, were selected by Crain’s editorial staff based on their career accomplishments, impact in their field and contributions to their community. Most candidates were nominated by peers or colleagues, but some where chosen by the newsroom. Third-party rankings and recognitions are no guarantee of investment success and do not ensure that a client or prospective client will experience a high level of performance or results. These ratings should not be construed as an endorsement of the advisor nor are they representatives of any one client’s evaluation.