For many business owners and busy professionals, there's little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

Perhaps you've saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?

That's where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.

Modern Goals, Modern Planning

With offices in both East Lansing and Kalamazoo, I work throughout the Midwest to help clients make the decisions which will set them on the right path for financial security.

With thousands of clients across thousands of industries, we help familes and professionals create the wealth and security which let them enjoy life.

You can find my East Lansing office at 3497 Coolidge Road, East Lansing, MI 48823.

Our Kalamazoo office has moved!

We have closed the downtown Kalamzoo location, and we are now at 950 Trade Centre Way Ste 210, Portage, MI 49002.

For a exploratory meeting or phone call, please email or call me directly. A member of my staff will reach out shortly.