It's Not What You Earn...
It's What You Keep that Matters
Life moves fast—and the right financial decision can change everything. Whether you're changing jobs, starting a family, planning for retirement, receiving an inheritance, or navigating a major purchase like a home, the right financial guidance can make all the difference. We’re here to help you make smart, confident choices.
We’re a family-owned, independent firm based in Clarkston, Michigan. We don’t sell products—we build plans, tailored to your life, your goals, and your future. Since 1998, our team handles investment management, retirement income planning, and tax-efficient strategies for individuals, families, and business owners.
We don’t try to work with everyone—only those who value real partnerships over quick transactions. Our clients want clarity, not jargon. They want confidence, not confusion. And they want to work with someone who shows up for them—not just once, but for the long haul.
I’ve met with thousands of clients across Michigan—helping them roll over 401(k)s, create retirement income strategies, convert IRA's to Roth IRAs, and navigate everything from business transitions to college funding and estate planning. I’ve been fortunate to be featured on Channel 12 News for my financial planning insights, and I currently serve as branch manager for both Brass Ring and ELGA Wealth Management.
When I’m not doing that, you’ll find me golfing, on the soccer field, the rugby pitch, or occasionally skydiving, or swimming with sharks—because life’s too short to sit on the sidelines. I bring that same energy to every client relationship: all in, all heart, and always moving forward.
If you're looking for a financial partner who listens, cares, and delivers, let’s talk. Reach for the Brass Ring—and let’s build something great together.
