I am a graduate of Western Michigan University where I attained my Bachelor of Business Administration with a focus in finance. I joined Generations Financial Planning & Wealth Management in May, 2021 and currently hold FINRA Series 7 and 66 licensing, as well as Life, Health, and Variable products insurance licenses. A longer term goal of mine is to achieve a CFP designation to further develop my professional skills. I have a strong desire to build lasting relationships and to help clients meet their financial and investment needs by creating a unique and strategic financial plan. Outside of the office, I enjoy spending time with friends and family, golfing, hunting, fishing, and camping.
I will be getting married in the fall of 2022 to my fiancé Jillian Bulloch. Jillian is in the nursing program at Baker College and will be graduating in the spring of 2022.