I’ve been working closely with financial advisors for over 20 years. Throughout those twenty years, my main focus has been providing excellent customer service to every client that walks through our doors. I have forged meaningful and lasting relationships with many of those clients and I will go above and beyond the call of duty to make sure their experience at Making Investing Personal is positive and productive. Through the years I have worked closely with financial advisors and attorneys in completing estate planning objectives, along with assisting clients with tax questions and resolving investment service issues.
Over the last few years, I have broadened my role at the office by becoming an Accredited Tax Preparer through the Accreditation Council for Accountancy and Taxation. In addition, I head up Get Smart Tax LLC. I am ready and willing to service all of your tax needs.
When I’m not working, I enjoy spending time with my family, cooking, motorcycling, and homebrewing beer. Currently, I reside in South Lyon with my wife, Gabby and our daughter, Ja’Laya.