I have over 10 years of financial management experience. I previously worked as a financial advisor and financial derivatives analyst for a fortune 50 company and now have been independently advising clients regarding financial planning for 5 years.
I chose to start my independent financial planning firm not because it was the easiest route, but because it allows me to counsel the client without any outside pressures. I have the freedom to advise my clients of what is the best for them and their situation.
“My passion has always been personal financial planning; helping people accomplish their most desired financial goals is extremely rewarding."
I am teamed up with James Carano, CFP of Meridian Advisory Services, LLC, an accomplished planner and skilled portfolio manager. Together we provide superior planning services by combining and offering our own individual expertise to each and every client.
Board Member Financial Planning Association of MI
Certified Financial Planner (CFP)
Completion of Certified Financial Planning Program at DePaul University
BS Financial Management and Investments from Clemson University