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Quoted in the New York Times, Financial Planning and ThinkAdvisor on November 25, 2019

Quoted in the New York Times, Financial Planning and ThinkAdvisor in stories about Schwab acquiring TD Ameritrade.

You can find the articles here:

Quoted in Wealth Management on November 14, 2019

Quoted in Wealth Management on November 14, 2019 in an article titled "Study: Older Advisors are Savvier on Social Media Than Younger Advisors".

The article can be found HERE.

 

Quoted in MarketWatch on November 2, 2019

Quoted in MarketWatch on November 2, 2019 in an article titled "More Americans Are Leaving Their Money in 401(k) Plans After Retirement -- Should You?

The article can be found HERE.

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".

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