I am a Financial Coach helping people interested in living a good life. My desire is to help educate my clients on how to navigate in the investment world. I am dedicated to giving independent advice and developing structured financial plans. My goal is to create a tailor-made "Life Long Financial Plan" for clients, because there is a need to help alleviate the emotional and complex apprehension of investing. Each client faces distinctive challenges. I believe that all the clients deserve an experienced and competent advisor who delivers services with impeccable standards and integrity. "The Life Long Plan strives to provide clients with solutions to complex financial needs to help them through various stages of life."As a business owner and a financial professional I am dedicated to helping business owners, associations and physicians with their unique financial needs. I utilize highly skilled, independent professional money managers, highly rated insurance companies and innovative investment products in guiding all my clients toward their goals.I am a high school graduate from Lansing Catholic Central. I attained a bachelor of Science in Economics and Public Administration from Michigan State University. I started my financial consulting career in 1985 as an Account Executive with Merrill Lynch, where I managed high net worth portfolio's. I attained advanced training in financial planning and portfolio construction at the New Jersey Princeton Training Center of Merrill Lynch until 1995. I than joined the Independent Consulting Field. I am the Vice President of Investments at Upstream Investment Partners where I continue to manage high net worth portfolios. I am also licensed to sell health, disability and variable contract insurance.I am also the Head Coach of the Michigan State University Division 3 ACHA Hockey team.