As a Financial Consultant with Mosaic Capital Group, I’m pleased to offer my clients best-in-class retirement plans from virtually every major retirement plan provider. We also provide “golden handcuff” plans, designed for the key persons of large and small businesses and non-profit groups. In addition, we offer thoughtful personal planning services for individuals seeking a logical and tailored financial plan.
I am a licensed non-practicing attorney, with 30+ years of industry experience. I help design creative group employee benefit strategies – offering savings, service enhancements and employee-friendly enrollment tools. The groups I service range in size from 50 to 50,000+ lives.
Background: I started out in the Surgical Products Division of Procter & Gamble in New York City. Thereafter, I ran the Life & Benefits Division for a family-owned independent insurance agency, before eventually selling and stepping out on my own. I have a BBA in Marketing from Western Michigan University, and a Law Degree from University of Detroit Mercy. I was sworn in as an attorney in 1997. I am insurance licensed in multiple states across the country.
My wife and I have four grown children. We live on the island community of Grosse Ile. I enjoy golf, tennis, and spending time with family and friends around home or at our cottage on Lake Charlevoix.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Mosaic Capital Group is not owned or operated by Equitable Advisors, LLC or its affiliates.