Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate.

The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive holistic plan.

AREAS OF EXPERTISE:
Holistic Planning
Tax Planning
Estate Planning
Asset Allocation
Risk Management strategies
Insurance
Retirement Planning
Estate Planning

EDUCATION:
Itawamba Community College
Baker College, Flint, MI

AFFILIATIONS:
Pleasant Grove Baptist Church