AJ specializes in working with businesses in regards to their 401 (k) and retirement programs. He also works with individuals and families to provide them with financial planning and wealth management strategies. He also specializes in Home, Auto, Umbrella, Business, Workers Compensation, and Medical Liability Insurance.
AJ holds his Series 65 (Uniform Registered Investment Adviser), as well as Property, Casualty, Life, Accident and Health licenses. He is currently working towards his Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
AJ received his bachelor’s degree in Finance and Business Administration from Northwood University. His favorite activities include camping, golfing, and spending time with his family and friends.