Since launching my career as a financial advisor in 2006, I have enjoyed helping individuals, families and businesses to build, manage, preserve and transition their wealth. One significant thing I have learned about this business is that when you guide someone on the path to retirement, the relationship you build with not only them but their family becomes incredibly important. This relationship allows me to tailor-fit a portfolio that is as unique as the individual before me, which is designed to help them achieve their retirement dreams. It is my mission to help clients who have worked hard over the course of their life, comfortably ease into retirement feeling secure with the decisions we have made together.
When I sit down with a prospective client for the first time, I begin by asking a series of questions that help me determine the best way I can help them meet their unique needs. Every individual has their own vision of what their retirement should look like. I strive to build portfolios that reflect each client’s personal risk tolerance, tax implications and investment experience.
I have been a Premier Advisor since 2016 - 2022. This distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In 2018, 2019, 2020 and 2021, I was named a Forbes Top Next Generation Wealth Advisor for Michigan.* In 2022 I was named Forbes Best in State Wealth Advisor for Michigan.
I presently live in Bay City, Michigan with my wife, Rachel, and our four children. I take great pride living in the Great Lakes Bay Region. I especially enjoy spending quality time with my family outside, golfing, and volunteering in the community; as well as boating and fishing on our beautiful Michigan lakes.
*The Forbes Top Next-Generation Wealth Advisors and Forbes Best In State Wealth Advisor for Michigan ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
My Associate(s): Tammy Mentel, Senior Registered Client Associate
My Experience
2016 - Present: Wells Fargo Advisors, Managing Director – Investments
2006 – 2016: Merrill Lynch
My Education & Credentials
B.B.A. in Marketing / Management, Northwood University
My Areas of Focus
Planning for Retirement
Comprehensive Investment Planning
IRAs and IRA Strategies
Education funding / 529 Plans
Estate Planning Strategies
Risk Management (insurance, annuities)
Corporate 401K Advisory Plans
