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Since 2001, I have been assisting business owners, individuals and families throughout Michigan, helping them manage various Financial and Insurance needs.

I specialize in Retirement Income Planning and Safe Money Growth – teaching clients ways to grow money without risking loss.
Our strategies:
1) Avoid Risk – growing money at market like returns without ever losing principal or yearly gains

2) Avoid Taxation when possible – or at minimum defer taxes until later years so as to maximize money growth now

3) Create more Guaranteed Income for Life in later years, when so desired.

I graduated from a small Christian College (Malone College) in Canton, Ohio in 1981, majoring in Business and Psychology.

Since 1988, I have raised my family here in West Michigan (Kalamazoo area – Richland Township)  and enjoy getting to service so many clients here in West Michigan and near my office in Allegan.

I attend Gracespring Bible Church in Richland, Michigan and try to stay active playing pickleball and golf whenever time allows.