As a financial advisor, my passion lies in helping individuals and families build a strong financial foundation for the future while still enjoying the present. I bring a family-first mindset to everything I do, because I live it myself every day.
I'm a proud husband to my amazing wife, Briana, and a dedicated father to our two daughters, Stella and Sofia. Were also excited to be welcoming our baby boy this November. Family is at the heart of my life and the driving force behind my commitment to helping others secure their own legacies.
Outside the office, I stay busy attending my daughters dance and sports events, traveling with my family, golfing when I get the chance, and enjoying Michigan's summer months outdoors. During the colder seasons, I make it a point to escape to warmer destinations something I've found many of my clients can relate to!
My approach to financial advising is rooted in building real relationships. I take the time to understand what truly matters to my clients whether its preparing for retirement, funding college, building wealth, or protecting loved ones and create personalized strategies that align with their values and goals.
Having worked with people at all stages of life, I know that financial planning isn't one-size-fits-all. That's why I focus on clear communication, tailored guidance, and ongoing support. My goal is to give my clients the confidence to enjoy the life they're working hard to build.
Whether you're just getting started or fine-tuning a lifelong plan, Im here to help you navigate your financial journey with clarity, purpose, and a personal touch.
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, businesses aim for achieving their financial goals through personalized and strategic financial solutions.
General Information |
Firm Start Year: | 2014 | |
automated call: | Yes |
Insurance License#: | 17198426 |
Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
Investment Types: | Insurance, Annuities, Mutual Funds |
Can meet clients in the following ways: | Our Office, Our Offices, Your Home, Phone, Video Conference, Your Office, Email |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Variable Life, Accident, Property, Casualty |
Compensation and Fees |
Compensation Methods: | Flat Fee, Hourly, Based on Assets, Commissions |
Education |
Bachelor Degree - Finance | Walsh College - Troy, Michigan 01/2007-06/2010 |
Bachelor Degree - Finance | Walsh College - Troy, Michigan 01/2007-06/2010 |
Disclosures |
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
![]() |