Financial Planner
500 Northland Dr Ne
Suite 300
Rockford,
MI,
49341
Map |
Driving Directions
Phone: 616-866-4367
Fax: 616-447-5017
Alt Phone: 616-293-4422
You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.
As a Prudential licensed financial professional, all of my experience and skills are at your disposal.
Please call me today or click the schedule an appointment link below.
Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates. Securities products and services offered through Pruco Securities, LLC, member SIPC. All are Prudential Financial companies located in Newark, NJ.
IFS # A142322 Ed 1/2008
Profile
- With over 13 years of experience, I teach business owners and their families the four necessary foundations to build and protect wealth.
- I feel the most important foundation that every individual needs to realize, is what I call wealth truth.
- When your Relationships (family, friends, spiritual), Experiences(education, jobs), and Financial Assets are balanced, we start have the necessary cornerstone to build wealth
- George Carver Washington said it best, "When you do common things in the life in an uncommon way, you demand attention of the world", this is my commitment to you.
Personal
- Meet my most precious assets:
- My gorgeous daughter, Corrin, who is 8 years old, whose creative talent is loved by her daddy.
- Bryce, my "buddy" 6 year old, whose smile and enjoyment for life, makes me laugh all the time
- And my pal,Trey, my 4 yr old, who will jump (Kung Fu Panda would be proud) right into your heart, literally.
Next Steps
It would be my pleasure to meet with you and discuss your financial and insurance needs.
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
