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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial health. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my financial confidence.

Mission Statement

We create strategies that are tailored to your needs and goals.

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Creative Solutions

We encourage our advisors to tailor solutions to their clients. Unique answers for every situation. See our products and services.

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Products & Services

We create strategies that are tailored to your needs and goals.

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You Are Our Most Valuable Investment

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

All investment products and services:

  • are not insured by the FDIC;
  • are not deposits or other obligations of Community Shores Bank and are not guaranteed by Community Shores Bank; and,
  • are subject to investment risks, including possible loss of the principal invested.

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