Prior to my current role as Investment Advisor at Safe Haven Wealth Management, I was born and raised in Lincoln Park, Mich., graduated from Eastern Michigan University and later received my Master of Business Administration from Davenport University. I started my early career working in the educational system teaching high school business classes for 20 years. During those years, I taught personal finance and became pretty well-versed in everything finance. Over the years, I became a trusted resource among family, friends and colleagues for advice on retirement planning and financial decision-making.
In addition to my teaching career, I have taught classes through adult Financial Education Services, a nonprofit, for several years. My focus at Safe Haven has always been creating educated clients before making any financial decisions. I work closely with clients to tailor holistic wealth management strategies that align with their unique budgets, ages, values and lifestyles. When I am not at my office helping clients, I enjoy spending time with my wife and two children.
Phone: 734-767-8477 | Email: brian@safehavenwealthmgmt.com | Website: safehavenwealthmgmt.com
