In conjunction with the Michigan and Ohio Corporation, a leading strategy and analytics firm with a national footprint, my team and I have been able to supply some of the most cutting-edge estate and wealth management plans for more than 12 billion dollars since 2006.

I am also humbled to be a proud member of the heralded Independent Excellence Group, a think tank that is comprised of a mere 17 members, including several “Top-Of-The-Table” lifetime members, an award granted to less than a half of 1-percent of all financial advisors.  By coming together throughout the year, the group is able to share ideas, study the lives of successful people, and collaborate on methods for protecting the assets of those we represent so proudly.  Hundreds of our most distinguished clients have benefited from our work, and continue to honor us by referring their colleagues.

Whether a doctor, professor, or a corporate executive, one thing has become clear when working with highly successful people:  They must feel very, very good about the plans they own, and simply refuse to lose money.  It is only due to our un-wavering commitment to wealth preservation and old-fashioned principles that we have been able rise above the uncertainties and exceed the expectations of the most demanding clientele.

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