Experience

Wealth Strategy Group

• United States
• Investment Management
• 1 - 100 Employee

• Owner/President

  • Jan 2009 - Present

  Marquette, MI Wealth Strategy Group is a member of the LPL Financial Network. Affiliations and Lisenses AIF®, Accredited Investment Fiduciary® PPC®, Professional Plan Consultant® Registrations - Series 7,9,10, 63 & 65 also insurance Licenses- Life, Health and Variable Contracts



SBAM

• Italy
• Advertising Services
• 1 - 100 Employee

• Board Member

  • Jan 2017 - Present

  Michigan Proud to be part of the leading voice for Michigan Small Business. Brining the unique perspective of upper peninsula business owners will be my focus.



Economic Club of Marquette County

• United States

• Past President

  • Jun 2010 - Jun 2019

  Marquette, MI Proud to have lead this great organization for two terms as president. Including our 40th season (2017-18) which was a great one. Check us out http://www.marquetteeconomicclub.org/



NMU Foudation

• Board Member

  • Jul 2010 - Sep 2013

  Marquette, MI Board Member - Finance & Planned Giving Committee's



Marquette Rangers Hockey Club

• Director of Hockey Operations

  • 2005 - 2010

  Member of ownership and management group of Junior A hockey membership in th North American Hockey League (NAHL). Enjoyed 4 seasons with the last one (2009-2010) resulting in winning the North Division's regular season championship. Membership was sold to Flint group in May 2010



Smith Barney

• United States
• 1 - 100 Employee

• Second Vice President

  • Mar 2000 - Jan 2009

  Financial Advisor in-charge of Satellite office overseeing 5 brokers and 3 support personnel.


Edward Jones
• United States
• Financial Services
• 700 & Above Employee
• Financial Advisor

  • Aug 1997 - Mar 2000


Portable Network Solutions

• Co-Founder, Executive Vice President Business Development

  • Jan 1992 - Jul 1997

  Co-founded field force automation company. Clients included: GE, State Farm, USAA, Pac Bell, Ameritech, ADP and others. Sold firm to Publicly Traded Canadian firm Telular Canada (Global Data) in Aug 1994 then served as VP Business Dev. until departing in July of 1997.