I graduated from Michigan State University in 1993 with my Bachelor’s Degree in Accounting and MBA. I became a CPA in 1994 while working in tax and financial planning at Plante Moran. In 1996, as part of Ernst & Young’s financial advisory practice, I earned the CERTIFIED FINANCIAL PLANNER® certification.
Today, I am focused on delivering life changing value to CEOs, business owners, and other Executive clients through financial planning and life guidance. Outside of the office, I am passionate about helping children through my work with Building Bridges, a charity I founded in 1999, and I have traveled to all 50 States with my wife and children.
Why I joined ISTO…
Why I co-founded ISTO…
I helped found ISTO to create the best career opportunities for skilled professionals with great integrity, to then impact hundreds of families by building strong relationships and delivering advanced financial planning strategies.
How I am In Service To Others…
How I am In Service To Others…
I have committed myself to being available to mentor every member of our team to achieve their goals and dreams – in and outside of the office environment. As we have grown and I have become too stretched to offer meaningful time to each employee, we have added coaches and other professionals focused exclusively on improving each team member's life.
The Core Value I resonate most with at ISTO is…
The Core Value I resonate most with at ISTO is…
Surrounding ourselves with people of the highest character and integrity. This core value means the most to me because people of high character and integrity will easily and willingly execute the other three core values. People with integrity will put others first, naturally. They will be committed to excellence and innovation because they are motivated by serving others. In turn, when you put others first and commit to excellence, you will simplify the lives of nearly everyone you touch.



























