Liam is an up-and-coming Next Gen Financial Advisor, serving our younger clients and the next generation of wealth. He also works directly with Nadine Burns, providing support for any client needs, including preparation and documentation of client meetings, direct communication, product forms, and follow up action.
Liam is held to a fiduciary standard, which means he will always act in your best interests. He values financial literacy and independence, and his passion derives from his background and interests. Liam strives to help others achieve their financial goals through financial planning and investment advising. Services Liam provides include retirement planning, education planning, life insurance needs, and budgeting, among others.
Liam holds his SIE, Series 7, and Series 66 FINRA licenses, and his Michigan life license. Liam is also a Candidate for CFP® Certification. He received his bachelor’s degree in Finance from Loras College in Dubuque, Iowa.
Liam is originally from and currently resides Ann Arbor. In his free time, he enjoys traveling, playing recreational sports, cheering on Detroit sports teams, and spending time with family and friends.