My passion is to help people live their greatest life by crafting and executing goal-based financial strategies. 

Education & Professional Organizations

Bachelor of Arts, Finance
Seidman Financial Planning Certificate
Member & Fiduciary Advisor
Member & Fee-Only Advisor
Member &  CFP® Practitioner 
NexGen Committee Member

Financial planning is more than growing large portfolios, it's about providing the means to live a purposeful life. 

There are few things in this world that give me more energy than helping someone accomplish their dreams. 

My passion is to power yours. 

I feel blessed to have been called to a profession for which I have natural curiosity, an unlimited desire for mastery and the ability to help people. 

As your advisor I promise you honesty, transparency and commitment to your success. 

Wealthfully yours, 


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455 E. Eisenhower Pkwy

Suite 300

Ann Arbor, MI  48108

© 2020 Advize Wealth Management PLLC. All Rights Reserved.

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