Advisor at Watershed Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alpena, MI 49707
Credentials
CFP®
Industry experience
6 years
I started Watershed Wealth to build the kind of financial advisory firm I wished existed in my rural community —forward thinking, transparent, and built specifically for retirement in Northern Michigan.
I’m a CERTIFIED FINANCIAL PLANNER™ with a degree in Finance from Grand Valley State, and more than seven years of hands-on experience across the industry.
In 2023, I made the leap and launched Watershed Wealth right here in my hometown of Alpena, Michigan.
Since then, my mission’s been pretty simple: help people make smart decisions with their money.
When I’m not meeting with clients, I stay involved in the community through several board positions focused on community betterment, economic growth, and quality of life in Northern Michigan.
I’m also a big believer in collaboration and love working with other local leaders, business owners, and creatives who care about where our community is headed.
After hours, you’ll usually find me outdoors, sneaking in nine holes, or spending time with my wife Abby, our son Stanley, and our two golden retrievers, Peach & Goose.
This isn’t just a job for me.
It’s personal.
And my goal—always—is to help people feel less stressed, more confident, and more in control of their retirement.
Based on Watershed Wealth
Starting at 1.5%
$1,000 minimum annual fee
1223 S State Ave, Suite B
Alpena, MI 49707
Michigan
Watershed Wealth Management LLC
2023 - Present (3 years)
Woodbury Financial Services
2019 - 2023 (4 years)
Clear Strategy
2019 - 2019 (1 year)
Northwestern Mutual
2018 - 2018 (1 year)
Grand Valley State University
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Alpena, MI
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