My mission is to help create financial outcomes that enable positive change in the lives of the clients I serve. Many people do a good job accumulating wealth but need guidance to keep it throughout their lives. I work with professionals, business owners and their families to help build, manage, preserve and transfer wealth based on their unique financial circumstances. The emphasis on goals based Wealth Management and focused strategies, rather than simply managing money drives my approach to serving client needs. I offer clients a complete set of services that spans and integrates three broad disciplines: Wealth management – Prioritizing all of your goals and creating a plan to pursue the outcomes you expect in investments, asset preservation, retirement and estate planning needs. Investments – Designing portfolio strategies to help achieve the outcomes identified in your wealth management plan. Lending and Credit – expanding the possibilities by integrating common sense borrowing opportunities through access to Bank of America with client business, personal and investment goals.

Earning people’s business requires time, understanding and a compelling value proposition. Experiencing the same life challenges as many clients, such as marriage, divorce, job changes, parenting, caring for elderly parents, estate settlement, and retirement planning, drives my commitment and focus to serve them.

I joined Merrill’s Bloomfield Hills branch in 2013. I am backed by what I feel is the best organization in the industry and have the energy, skill, and passion to deliver the best service possible to clients and their families.
How do I deliver the best possible service to you? Commitment and Focus: Working with businesses, individuals and families like yours is my only business. At your direction, I coordinate with your attorneys, accountants and other advisors to formulate and implement your personalized wealth plan. Knowledge: A deep understanding of the financial disciplines that matter to you, including asset preservation, tax minimization strategies and concentrated stock management, personalized credit services as well as, philanthropic and trust services. Exclusivity: I serve a select group of clients with needs and challenges similar to yours. I make myself available weekdays, evenings and Saturday mornings to meet by appointment. Access: Clients have access to multiple opportunities and investments including; managed account programs, private equity, business succession services, exclusive investor conferences, expansive market research and much more.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Hillsdale College Alumni Board . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.