Partner, Financial Advisor
- Multi-Generational Wealth Transfer
- Estate Planning Strategies
- Risk Management
At The Wiser Financial Group, I serve as one of our senior financial advisors and partners at the firm. This year marks my twenty-sixth anniversary of my career at Wiser. It has been such a joy to work with so many clients for an extended period of time in helping them prepare for retirement, and now assisting in managing their investments during their retirement years. I feel thankful for the relationships that I have built with my clients over the course of these last two decades, and I feel very lucky for the opportunity to be a part of their lives for so many years.
Since I started here at the firm, the most concerning issue that I see for this retiring generation is if they are working with an advisor that understands the strategies necessary to management investment during their retirement. While most financial advisors focus on the accumulation phase of retirement planning, the latter phase of distribution and managing retirement is just as important, as it focuses on continuingly planning and strategically managing what you have. As my clients understand, we value and appreciate the nest egg you have built, and we understand the importance of keeping it safe during your retirement years. Through careful and consistent conversations, I feel grateful that my clients are able to feel confident about living their best life in their retirement, with no surprises when it comes to affording it. Retirement should never be filled with unwarranted financial surprises. It should only be filled with surprise birthday parties, trips abroad and new grandchildren to welcome home.
Outside of spending time with my clients at the office, I love being with my family and making the most of our summers in Michigan. I am very blessed to be married to my amazing wife, Vicki, and we are very grateful for our daughter, Sophie. As a family, we love to enjoy our summers at our lake house, and love to spend as much time as we can sailing during the summer. As an avid sailor for over 25 years, I enjoy sailing the British Virgin Islands and Lake Michigan. It’s been a memorable summer for sailing, with Sophie starting her first sailing classes this past summer.