Our staff, YOUR PARTNERS, have over 47 years in combined experience in the financial industry.

We hold various professional designations, and qualifications. We are able to provide a variety of investment and insurance solutions. Our office maintains the following registrations, licenses, and professional designations:

The following are held through LPL Financial:

  • Series 6 – Investment Company and Variable Contracts Products
  • Series 7 – General Securities Representative
  • Series 63 – Uniform Securities State Law

The following are held through LPL Financial and Good Life RIA:

  • Series 66 – Uniform Combined State Law

The following designations were earned through the College for Financial Planning in Greenwood Village, CO:

  • Chartered Retirement Plans Specialist®
  • Chartered Retirement Planning Counselor®

State Insurance Licenses are as follows:

  • State Insurance Licenses for Life, Accident & Health, Variable Annuities

Licensed in the following states: Michigan and Wisconsin

We’re looking forward to using our experience to help you pursue your financial goals.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you identify your financial goals and participate in the management of your finances.

The benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.