I am an independent investment advisor that offers full service financial solutions to families, foundations and small businesses. I utilize customized asset allocation to design investment portfolios that match each clients risk and return expectations. Once developed, I actively manage these portfolios using a unique blend of exchange traded funds, and/or individual stocks and bonds. Through strategic alliances with professional Certified Public Accountants (CPAs), estate and trust planning attorneys and insurance specialists, I assists clients with their tax planning, estate planning, and insurance needs. I am compensated on an asset-based scale, tied directly to the value of my client's portfolio, rather than on individual transactions.
| Job Title: |
Financial Advisor |
| Company: |
BKS Advisors, LLC |
| College: |
Michigan State University, College of Arts and Sciences, Communications, East Lansing, MI
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| High School: |
North Farmington High School, Farmington Hills, MI
|