P.O. Box 1387
Jackson, MI 49204
toll free: 800-352-8780
fax: 517-782-6004
- Great Sauk Trail Council, Boy Scouts of America
Executive Board Member - Rotary Club of Jackson
Member since 1978
President's Dinner Committee Member - 2007 Rotarian of the Year
- Friends of Camp Teetonkah
Volunteer, Fundraising Organizer - Racing For Dollars Community Benefit
Event Co-Chairman - United Way of Jackson
Adult Vision Council Member - Camp Teetonkah Capital Campaign
Project Chairman - Michigan Theatre of Jackson
Volunteer, Fundraising Event Co-Chair - Friends of Recreation, Jackson County
Finance Co-Chairman
- Business, 1976
Michigan State University - Series 7 - General Securities Representative
- Series 4 - Registered Options Principal
- Series 65 - Investment Advisory Agent
- Series 12 - Branch Manager
- 1983 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Jackson, MI - 1978 - 1983: A.G. Edwards
Financial Advisor - 1977 - 1978: Burroughs Corp.
Account Manager
Lansing, MI
- You’ve worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.


