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NAPFA Member CFP Membercfp_logo_black_outline
Work Experience
  • Exchange Capital Management 

    Lead Advisor

    Ann Arbor, MI
  • Talmer West Bank

    Wealth Advisor

    Ann Arbor, MI
  • KeyBank

    Relationship Associate

    Ann Arbor, MI
  • Merrill Lynch

    Sales Assistant

    Saginaw, MI
Education
  • Loyola University of Chicago

    BBA, Economics

    1993

Professional Certification
  • Certified Financial Planner

    (CFP)

    2018

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