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Bio

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Experience

    • CEO
      • May 2009 - Present

      J2 Capital Management specializes in in-house custom financial planning, tax, estate and investment management. We help you plan, build wealth, and manage risk through a team of in-house fiduciary professionals serving Troy, MI and Cape Coral, FL.To learn more, please visit https://j2cmonline.com/--J2 Capital Management is a Fiduciary SEC Registered Investment Advisor.

    • Portfolio Manager
      • 2007 - Present

      To learn more, please visit https://j2cmonline.com/--J2 Capital Management is a Fiduciary SEC Registered Investment Advisor.

    • Owner
      • Jan 2007 - May 2009
    • United States
    • Investment Banking
    • Financial Advisor
      • Jun 1998 - Dec 2006

      I started my Financial Services career with Ameriprise Financial Advisors in 1998 and worked there for the next 8 years where I learned how to effectively help others plan for their financial future. I started my Financial Services career with Ameriprise Financial Advisors in 1998 and worked there for the next 8 years where I learned how to effectively help others plan for their financial future.

Education

  • Central Michigan University
    Business Administration, Finance
    1991 - 1997

Community

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