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
Address
5404 Gateway Centre Dr, Ste A
Flint, MI 47507
US
Phone Number (734) 673-2918
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 https://bwealthmngt.com
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.