Experience

LifePlan Financial Design

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Dec 2021 - Present

  Michigan, United States

• Wealth Management Advisor

  • Apr 2014 - Present

  Howell, Michigan, United States

• Vice President

  • May 2013 - Dec 2021



Stewards Wealth Planning

• United States
• Financial Services

• Chief Operating Officer

  • Oct 2019 - Present

  Michigan, United States

• Co-Founder

  • Oct 2019 - Present

  Michigan, United States

• Wealth Management Advisor

  • Apr 2014 - Oct 2019

  Okemos, Michigan, United States



Douglas Financial Group LLC

• Founder and CEO

  • Mar 2014 - May 2016

  Howell, Michigan As CEO and advisor, I am committed to providing not only detailed attention to our client's portfolio, but also working to make sure that they are completely comfortable with their levels of risk. Too many people have goals for investing that aren't congruent with their current investment strategy. I give public seminars and educate people on retirement planning and investment planning. People have worked too hard to invest their lifesavings in accounts that are not guaranteed or watched daily… Show more As CEO and advisor, I am committed to providing not only detailed attention to our client's portfolio, but also working to make sure that they are completely comfortable with their levels of risk. Too many people have goals for investing that aren't congruent with their current investment strategy. I give public seminars and educate people on retirement planning and investment planning. People have worked too hard to invest their lifesavings in accounts that are not guaranteed or watched daily by an investment professional! Show less