I've been working in financial services for 15 years, and I've spent that time helping people answer the questions that keep them up at night. Can I retire when I want to? Am I investing the right way? How do I pay for my kid's college without sacrificing my own future? These are the conversations I have every day with Dort and Flagler Credit Union members, and they're the reason I got into this business in the first place.
Before joining Dort Financial Investment Services, I worked at JPMorgan Chase, where I built my foundation in retirement planning, investment management, and financial strategy. My path into this work started pretty close to home. Growing up in Grand Blanc as one of six kids, I saw firsthand that everyone thinks about money differently. My best friend's dad was a financial advisor, and after spending time talking with him about what he did, I realized this was work that actually mattered. Helping people get clarity on their finances and make decisions they feel confident about felt like something I could build a career around.
The part of this job that keeps me coming back is when clients tell me that the work we did together changed something for them. Maybe they retired earlier than they thought possible, or they finally have a plan that lets them sleep at night. Those moments remind me why I do this.
I'm a lifelong Michigander, still living in Grand Blanc with my wife, Madison, and our two daughters, Willow and Ellie. When I'm not working, I'm usually on a golf course.
I hold my Series 6, 7, 63, and 66 securities registrations, along with Life, Health, and Variable Insurance licenses in Michigan and Florida.
What I bring to the table is honest advice and a willingness to explain things in a way that makes sense. If you're looking for someone who'll listen, give you straight answers, and help you make decisions you feel good about, let's talk.