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Quoted in Investment News on September 11, 2019

Quoted in Investment News on September 11, 2019 in an article titled: "Social media savvy advisers meet in real life at new conference". The conference was 2019 WealthStack.

The article can be found HERE.

Placed in the Top Ten of the Top 100 Financial Advisors List in 2018

I was honored to be placed #9 in the Investopedia Top Ten of the Top 100 Financial Advisors List in 2018.

Placed in the Top 100 Financial Advisors of 2019 List

Investopedia came out with the Top 100 Financial Advisors of 2019 list and I was honored to be one of two Michigan financial advisors on it.

You can find the list HERE.

Quoted in Financial Planning on July 23, 2019

Quoted in Financial Planning on July 23, 2019 article titled "What Happens Now? How Tim Hockey's Resignation Affects RIAs?"

The article can be found HERE.

Quoted in AARP Magazine on February 6, 2019

Quoted in AARP Magazine on February 6, 2019 in an article titled "Countdown to Retirement: 10 Years".

The article can be found HERE.

Quoted in the Detroit Free Press on February 25, 2019

Quoted in the Detroit Free Press on February 25, 2019 on an article titled "Your 2018 tax refund is smaller — or you owe money: 4 possible reasons why".

The article can be found HERE.

Quoted in RIABiz on February 11, 2019

Quoted in Investment News on February 11, 2019 on an article titled "NBC Universal and Acorns join forces in $105-million mega-round in play to make two millennial quagmires into one big monetization play".

Quoted in Investment News on August 9, 2018

Quoted in Investment News on August 9, 2018 on an article titled "Find success with an organized social media strategy".

Placed in the Top Ten list of 100 Top Financial Advisors of 2018

Investopedia placed me in the #9 position in their 2018 List of Top 100 Financial Advisors.

 

Quoted in Investment News on May 7, 2018

Quoted in Investment News on May 7, 2018 in an article titled "Northwestern Mutual shutting down LearnVest".

The article may be found HERE.

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