Personally, I'm a man of God who loves JESUS and my neighbor as myself. My goal is to live out God's commandment: "A new commandment I give unto you, that ye love one another; as I have loved you, that ye also love one another. By this shall all men know that ye are MY disciples, if ye have love one to another" (John 13:34-35).
Professionally, I’m a fiduciary Wealth Advisor (CFP®), giving you tailored financial advice. My parents had sacrificed much and worked long hours to put my sisters and I through college. While I’m grateful for their sacrifices, I believe their retirement plan would have been better had they consulted with a trusted advisor. That’s why I’m in the wealth management business to serve you and your loved ones, working on YOUR financial goals.
On a side note, I managed a $650M book of business at Charles Schwab in Novi, helping younger families achieve their financial goals, preparing pre-retirees for retirement, and creating a sustainable and tax-efficient income stream for retirees. I started my own wealth management practice, Wise Wealth Stewardship, to be able to spend more quality time with my clients and live life together while helping them grow and protect their assets.
Don't lose what's in your hand, make a better plan!
