Whitmore Lake, MIUSA
Hometown: Celina, OH
May 28, 2014
Most of my clients work for UofM.
Going home. I love what I do.
Watching my clients accounts grow in size and numbers.
Investment advisory and management
I engineer and maintain portfolios, hire train and supervise staff, and attend various educational forums to stay on top of the market
I am an experienced entrepreneur and practicing investment advisor looking to meet other professionals in the Ann Arbor area. I hold various professional licenses as well as an MBA.