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Specialties
I began my financial services career in 1992 and have been an Edward Jones financial advisor since 1996.
I work with families to help them articulate what is important to them, prioritize goals and tailor solutions to achieve them. My educational background includes a bachelor's degree from the University of Michigan in Ann Arbor in 1989, as well as the CFP® certification in 2024. Along with my team of experienced professionals, we commit to partnering with our clients to help them pursue success in achieving their retirement goals and make a positive impact in their communities as well as for future generations. Also dedicated to our clients' success are our branch team support members – Chris McDevitt, Yvette Musto, Brooke Colombo and Gabby Louwers. They serve our clients' administrative needs with care, compassion and a responsive approach that minimizes "phone tag" and helps our families remember the difference that personal conversation makes compared to phone trees and audio recordings. In addition to my role as a financial advisor, I have been a limited partner with the firm since 1998, a regional leader for Metro Detroit from 2001 through 2010, and an area leader from 2011 through 2020. In those roles, I was responsible for helping grow the Edward Jones' brand and impact in the communities we serve throughout the Chicago market and the state of Michigan. Finally, as one who prioritizes family and community, I am very proud of my two adult children, Bailey and Ryan, and have been married to Heather for 30 years. We enjoy outdoor and fitness activities, boating, cheering on the University of Michigan athletic programs and preparing and sharing great food and good wine with friends. As well, I have served on multiple community boards, including my current role as Board Chair for the cancer support organization, the New Day Foundation for Families.
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Certified Financial Planner
Chartered Designations
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