Years in the business: 3
Education: Bachelor of Science in Finance from Oakland University
When did you start at Modern Wealth Management?:2021
Can you briefly outline your career prior to arriving at Modern Wealth Management?
Prior to working at Modern Wealth Management, I worked as a financial analyst for four years at automotive companies in Metro Detroit.
What are your job duties?
I spend 50% of my time attracting new business to the firm, which encapsulates introducing potential clients to our firm, meeting with them and ultimately putting together their financial plan. The other 50% of my time is nurturing and serving current clients.
What is your favorite thing about working at Modern Wealth?
Our unique take on comprehensive and holistic retirement planning. I never wanted to be the advisor who was selling life insurance to family members and calling names out of a phone book to make a commission. I love that the work we do for our clients truly works in their best interest and helps them achieve their financial goals.
Tell us about yourself and your family:
I got married to my amazing wife in August of 2023. We met through a group at church and the day I met her, I knew she was going to be my wife. Our favorite things to do together is surf behind the boat, relax on the beach, go hiking in the mountains, and playing tennis.
What’s the most important thing in your life?
My faith in Jesus Christ. Without it, I would be in a much different place than where I am at now.
What are some of your favorite hobbies?
Anything that improves myself. I love to do anything physically active and also mentally active, like reading a book that broadens or deepens my knowledge on a certain subject.
Do you have charitable causes you support? If so, what are they?
Are there any fun facts or interesting details about yourself that you think may help you stand out or better relate your ideal client?
In high school I won a State Championship in football and went First Team All-State. I received a few offers to play D1 and D2 ball, but ultimately declined them to jump start my working career early. I can also play guitar, piano and sing a little bit.
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