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Broker Check

A look into our practice

@Aspen offices are headquartered in Michigan and enthusiastically serve clients across the country
It is important to understand your financial options based on your personal needs. As a financial professional with Equitable Advisors and a partner of AT Aspen, LLC. I am dedicated to helping individuals and businesses build their financial futures.

My training, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. My practice is founded on the Behavioral Investment Counseling, my role as your advisor is to guide you through the challenges of life as an investor. There will be times when you are nervous about the latest financial crisis and you will start to question if you are on the right path, this is when the value of working with me will be reinforced. We will develop a well thought out financial plan and base our investment decisions around that plan. Rather than just recommending unrelated products, I will first look at your specific financial goals and investment objectives. Working together, we can formulate a strategy to help you work toward your goals. Then, if it is suitable, as a Registered Representative of Equitable Advisors, a broker-dealer, and, as an agent of Equitable Network, LLC, an affiliated insurance brokerage, I can recommend the appropriate products and services to help you execute your strategy. This approach has lead to my induction into Equitable Advisors' prestigious Hall of Fame and membership in the Sterling Group, a division of Equitable Advisors, a select group of financial professionals who are distinguished for achieving a high standard of experience and service.


OVER 1 BILLION DOLLARS OF ASSETS PLACED UNDER MANAGEMENT

Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.


OVER 30 YEARS OF EXPERIENCE

There is no replacement for knowledge and experience. Although we have many years of experience, we are continually bettering our breadth and depth of advice through continuing education and designation acquisition.


Financial Planning

After listening carefully to you, we utilize state of the art tools and strategies to develop an individualized plan. Your plan provides a foundation to help you create, protect, and transfer your individual, your family, or your businesses’ wealth.


Retirement Planning

Together we will develop a well-thought-out financial plan and base investment decisions around that plan. There will be times when you are nervous about the latest financial crisis and will start to question if you are on the right path. This is when the value of working with @Aspen will be reinforced.


Investment Services

We use an unbiased approach to the investment universe by completing an analysis of your current portfolio to provide you with comprehensive portfolio recommendations that are aligned with your expectation of risk and return. We utilize a variety of investment platforms.


Insurance

We identify and quantify your various financial risks to develop insurance based solutions for your specific goals. We explore intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.


Employee Benefits

Our goal is to assist you in navigating the complex arena of employer benefits. These include health care, disability, and retirement plans.

Credentialed Holistic Financial Coach

In April of 2022 I earned the Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. Coaching guides my clients on the journey to pursue their best lives by getting them from where they are to where they want to be.

Your Dreams ~ Our Team

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