As a Financial Planner/ Investment Advisor, I help teach my clients practices to live a financially healthy lifestyle. I love making a difference in peoples lives, whether it be creating a route to get out of debt or structuring their retirement. Being able to give peace of mind about somebodies financial wellness is important to me. So being able to help give students peace of mind in their studies is equally fulfilling.
I have passed the series 65 and am registered in the state of...
As a Financial Planner/ Investment Advisor, I help teach my clients practices to live a financially healthy lifestyle. I love making a difference in peoples lives, whether it be creating a route to get out of debt or structuring their retirement. Being able to give peace of mind about somebodies financial wellness is important to me. So being able to help give students peace of mind in their studies is equally fulfilling.
I have passed the series 65 and am registered in the state of Michigan as an Investment Advisor Representative.
Graduated Magna Cum Laude from the Haworth College of Business of Western Michigan University with a Bachelor's of Business Administration. Majoring in Finance and Minoring in Economics
Please, contact me with any questions you may have regarding business, Series Exams, economics, and finance coursework material. Thank You!
