I began my career at Merrill in 2010. I provide high-net worth clients with sophisticated wealth management strategies designed to help them achieve their goals while managing risk. I earned my bachelor’s degree in management, with a minor in finance, from Purdue University, where I was the captain of the tennis team my senior year. I hold the Chartered Retirement Planning Counselor℠ designation.

I have been recognized by Forbes in its list of “Best-in-State Wealth Advisors” (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021), "Top Next-Generation Wealth Advisors Best-in-State” (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022), “America’s Top Wealth Management Teams Private Wealth” in 2022 (*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published on November 8, 2022. Rankings based on data as of March 31, 2022) and “Best-in-State Wealth Management Teams” in 2023 (*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group.

I have been recognized by Forbes in its list of “Best-in-State Wealth Advisors” in 2022-2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year), “Top Next-Generation Wealth Advisors Best-in-State” in 2022-2023 (*Source: The Forbes "Top Next-Generation Wealth Advisors Best-in-State" list, published annually Aug - Sept. Rankings based on data as of March 31 of current year), “America’s Top Wealth Management Teams Private Wealth” in 2022 (*Source: The Forbes "America's Top Wealth Management Teams Private Wealth" list, published on November 8, 2022. Rankings based on data as of March 31, 2022) and “Best-in-State Wealth Management Teams” in 2023 (*Source: The Forbes "Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022) as a member of the Locniskar Pursel Bucher Biddinger Group

I enjoy golf, squash and tennis. My wife, Jenny, and I reside in Birmingham, Michigan, with our three children, Cooper, Charlie and Tatum.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Top Next-Generation Wealth Advisors Best-in-State” list, published annually Aug – Sept. Rankings based on data as of March 31 of current year.

Data provided by SHOOK^® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published on November 8, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK^® Research, LLC. Forbes “America’s Top Wealth Management Teams Private Wealth” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC.


*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK^® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.