Ann Arbor, Michigan 48103
Senior Partner and Financial Planner at Legacy Wealth Partners. 30 years of experience in Financial Planning and Investment Management. Independent fee-based advice.
University of Michigan, BA in Philosophy, 1988
Eastern Michigan University, MSA in Accounting, 1998
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
Certified Investment Management Analyst (CIMA)
Trained in Collaborative Practice in 2004