As a financial planner with over 10 years of financial industry experience and over 22 years of business experience, I provide comprehensive financial planning tailored to meet the needs of families and small business owners. My team's vision is to be the firm of choice for those who desire professional guidance in making the transition from a lifetime of work and commitment to a successful retirement. We have built our reputation with our clients through our integrated holistic approach to financial planning. These values shape our firm:- To foster a client-centered culture- To act with integrity in all of our recommendations, conversations, and practices- To encourage charitable and community leadership within our staff- To provide ongoing professional education and personal growth training within our officesSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch Phone: (248) 663-4700
Listed skills include Financial Advisory, Investments, Certified Financial Planner, Retirement Income Strategies, and 8 others.
