Before going independent with Bridgemark Strategies in 2024, I was a top-producing recruiter at Cetera, one of the largest independent broker-dealers in the country. Making the move to an independent platform myself gives me firsthand perspective into the opportunities, risks, and decision-making process advisors face when considering a transition away from a captive environment.

In my current role, I take an advisor-first, unbiased approach to consulting. Leveraging Bridgemark’s network of 150+ broker-dealer and RIA solutions, along with the firm’s deep industry experience, I help advisors cut through the noise, compare options thoughtfully, and make confident long-term decisions around growth, independence, M&A, and succession planning.

A Mid-Michigan native, I graduated from Michigan State University and have spent time living in Colorado and North Carolina, before recently returning home to Michigan.

Outside of work, I enjoy fishing, golfing, birding, and following the state of Michigan’s sports teams—with one obvious exception.

Go Green.