Thank you for taking the time to learn about Center Street Wealth Strategies. Our team founded Center Street in 2010 to do things a bit differently, put our clients first and create truly personalized financial and retirement plans for our clients.
In my prior career at Merrill Lynch, I was extremely fortunate to have a mentor that valued a holistic approach to advising clients on their wealth, retirement and financial affairs, and remain thankful he encouraged obtaining the Certified Financial Planner™ designation which I am proud to hold. Mark, you are missed, and I am grateful for the time we had together. Thank you for demonstrating how helping others strive for their goals allowed me the same opportunity.
When not reading about financial matters and watching the markets, I spend time trying to fix my golf swing and doing my best to stay in shape. Besides shuttling the kids to soccer and dance, my wife and I enjoy traveling and wine, and we are looking forward to sharing some of our favorite destinations with our children as they grow older.
Since it is not likely we will cross paths at The Financial and Estate Planning Council of Metropolitan Detroit monthly meetings, I do look forward to meeting you and your family and discovering how our team may be able to assist in pursuing your financial, retirement, and life goals.
Raymond James is not affiliated with the above organization.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.