I am proud to be a part of the team at Fiduciary Financial Advisors, where integrity forms the basis of my work and relationships. With a strong educational foundation in finance and a passion for wealth management, I entered this industry with a vision to guide others toward financial success. Building trust and navigating the complexities of the financial industry are at the core of what I do. I firmly believe that your interests should always come first, with transparency as a pillar of our relationship, every recommendation will be communicated openly and comprehensively.
Prior to receiving my bachelor’s degree in Finance from Michigan State University, I served in the Marine Corps. Outside of work, I enjoy spending time with my wife Olivia, daughter Charlotte, and dog Barkley, reading, hiking, lifting, and playing basketball. Road trips to northern Michigan are a favorite as well. I enjoy keeping my mind and body active, meeting new people, and exploring new places. I would love to connect over coffee or a drink to get to know you.
My financial planning approach is comprehensive, covering key areas such as retirement planning, tax planning, investment strategy, exit planning, risk management, estate planning, and debt and education planning. Each plan is tailored to align with your unique goals and financial situation, ensuring a strategic and personalized approach to building and preserving wealth.
My Specializations
Small Business Owners
I understand the opportunities and challenges that come with running a business. Whether it’s focusing on optimizing tax strategies and retirement planning or offering employee benefit packages to attract great talent, I’m here to help you succeed.
Corporate Professionals
The steps you take as you build early in your career are important. I can help you streamline the process as you work towards your passions and take on outside business ventures. Ask me what steps you can take now to pursue your dreams in the future.
Blog Posts
The five fiduciary principles I follow are:
1. I will always put your best interests first
2. I will act with the skill, care, diligence, and good judgement of a professional
3. I will not mislead you, but will provide full disclosure of important facts
4. I will avoid conflicts of interest
5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts