Specialties
About Me
Resourceful, Resilient, Responsive.
It is important to understand your financial options based on your personal needs. As a financial professional with Equitable Advisors, LLC and a partner of At ASPEN, LLC*, I am dedicated to helping individuals and businesses build their financial futures. I have over 36 years of experience serving clients in the financial, retirement and investment planning marketplace. I bring many attributes to my business relationships. First impressions are everything. I believe the first meeting with my clients is critical, so I take the time to make sure everyone is on the same page by sharing my philosophies and values as it pertains to planning for the future. My major focus is on helping clients with their investments, retirement income planning and comprehensive wealth management. My practice is founded on Behavioral Investment Counseling, guiding you through the challenges of life as an investor. There will be times when you are nervous about the latest financial crisis and you will start to question if you are on the right path - this is when the value of working with me will be reinforced. Together, we will develop a well-thought out financial plan and base your investment decisions around that plan. My training, experience and professional affiliations has fostered a practical approach to financial services. I have completed the following industry training and certification programs: Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Retirement Income Certified Professional (RICP) Professional Designation of the American College State Insurance Licenses Credentialed Holistic Financial Coach- Columbia University Teachers College In 2013 I earned the FIVE Star Wealth Manager Award and was highlighted in the May issue of HOUR Detroit Magazine. This award symbolizes excellence in the financial profession and outstanding sales and service performance. My wife Amy and I live in Oakland, Michigan. We have three children and 2 grandchildren. We are both graduates of Michigan State University. * At ASPEN, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.
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Interests & Hobbies
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Always free for clients.
Credentials
ChFC, CLU, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries,only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. @ Aspen is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.