Partner, Financial Advisor, CPA, CFP®
- Investment and Portfolio Allocation
- Tax Strategies Planning
- Risk Management
At The Wiser Financial Group, I serve as one of our senior financial advisors and partners at the firm. I have been a part of this organization for nearly twenty years. I cannot put into words how exceptionally grateful I am, and how rewarding it has been to help our clients throughout this area feel confident about the way we can plan for their future. One of the most fulfilling aspects of my work is to have clients leave my office feeling more secure about investing in the market, and most importantly, feeling confident about their plan for the road ahead.
Life has a weird way of having other plans for us. However, when it comes to planning for retirement, you have the ability to feel confident and in control of how you can impact the future for you and your family. Helping people realize that you do have the ability to gain control of your future, and it’s not an impossible task to plan for your future, is why I love coming to work every day. My clients know they are not only gaining an advisor, they are gaining someone who is going to look out for them like family, and a friend who will always have their back for the long-term. You deserve an advisor that is not only looking at your financial picture but can help be an advocate for how you want to live your life.
Outside of work, I spend as much time with my family as possible. I am blessed to have three amazing children, Matthew, Joshua and Natalie. I am lucky to have Joshua and Natalie still attending school locally here in Portage, while this year, my oldest, Matthew will be starting at Michigan State University. As a former Spartan, I am counting down the days till football season to watch Matthew in the Michigan State Band this coming fall.