Biographical Info
Happily married to Jennifer for 25 years, father of 3 sons and 1 daughter. I have been helping people with their investments and financial planning for 28 years. I became a Christian and was baptized in my early 20’s, learning there is such a thing as a personal relationship with God through His Son Jesus. I served as an Awana Commander for several years and was active in Awana and youth camps for more than a decade. I serve where and when possible and have a natural calling toward hospitality, teaching and guiding. I spend time with family with activities such as boating, mountain biking, wake boarding, snowboarding, swimming and other fun activities. I am a Michigan State graduate and attend Football games and tailgates with family and friends.
Level
Starter
Start Date
April 18, 2024
Me
No file uploaded.
Favorite Scripture Verse
He lifted me out of the slimy pit, out of the mud and mire; he set my feet on a rock and gave me a firm place to stand.
Scripture Reference
Psalm 40:2
Profession
Financial Advisor
Professional Focus
Financial Planning, Investment Management, Long-Term Care, Retirement Planning
Website
Firm
Bridge Wealth Management
About
We offer investment management and holistic financial planning to address investment goals short term and long term in nature. We manage workplace retirement plans. I work mainly with people who are referred by existing clients as well as individuals associated with various Union groups such as the UAW, NAETC and other union groups. I conduct educational workshops to educate individuals about investing, retirement and general financial planning topics. My business does not set minimums, instead, I offer consulting for subscription membership or comprehensive planning with costs covered by account management fees when accounts are managed directly through my firm.