After serving in the U.S. Air Force for 11 years, I switched my direction and became a financial planner in 1993, beginning my career at American Express. A few years later, I joined the tax planning division of a new regional firm in Michigan, coordinating with advisors and accountants who served high-net-worth clients.
After some time there, I decided I wanted to refocus my career on providing comprehensive and objective financial planning services, leading me to found A Narrow Road in 2006.
I am a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Chartered Life Underwriter® and Registered Investment Advisor (RIA) in the state of Michigan. As an Enrolled Agent (EA) with the IRS, I offer tax preparation as part of my financial planning services.
My wife, Ann, and I live in Grand Traverse County in northern Michigan.