Partner & Financial Advisor
(877) 807-2079
  • Partner CG Financial Service
  • Certified Financial Planner (CFP®)
  • Accredited Financial Fiduciary (AIF®)
  • Registered Representative, Geneos Wealth Management, Inc. member FINRA & SIPC.
  • Investment Advisor Representative, Capital Asset Advisory Services, LLC
  • DFC Investment & Retirement Strategies  2009-Present
  • Investment Advisor for Greystone Financial Consultants 1999-2009
  • Director of Alliance Development for Hantz Financial Advisors 1997-1999
  • Manager of Advanced Planning Group, Detroit Metro Area 1995-1997
  • District Manager with American Express 1993-1997
  • Financial Advisor with American Express Financial Advisors 1991-1997
  • Northwood University, Bachelors Business Administration
  • U.S. Army 1981-1991, Morse Code Interceptor, Korean Linguist, Recruiter