I am a Chartered Retirement Planning Counselor, CRPC® and Wealth Manager with Advance Capital Management in our Cleveland, Ohio office. Backed by the vast resources of Advance Capital, I help both individuals and business owners design a comprehensive financial plan that balances both known and unknown risks, personal and professional objectives, and incorporates outside planners when necessary such as: Estate & Business Attorneys, CPAs, and other professionals. Through regular updates and portfolio reviews, I allow my clients to stay on top of their assets and in control of their financial future.Areas of Specialization: Investment Analysis & Strategies, Tax Planning, Employer Benefit Maximization, Estate Planning, College Planning, Social Security Maximization, Insurance Analysis & Strategies, Debt Minimization and Budgeting.Concentrations: FERS & CSRS Benefit Analysis, FEGLI & FLTCIP Analysis, GPO & Windfall Elimination, AT&T Lump Sum Analysis, TSP & 401(k) Management, Ford & GM Benefit Analysis, First Energy & Sterling Benefit Analysis.I obtained my Bachelor of Science degree in Business Management from The University of Akron in Akron, CRPC® designation from the College of Financial Planning, and also hold all other applicable securities licenses. When not helping my clients, I am an active member of Grace Church, Urban Vision, and Cleveland Saves. My wife and I live in Broadview Heights, Ohio and have a cat named Bella.Employer Groups: Federal Employees, AT&T, Ohio Bell, CSRS and FERS, Ford & GM, Sterling, First Energy, University Hospitals, Cleveland Clinic and many more.