Maurice has served small business owners, executives, professionals, and retirees through the financial services industry since 2005. Three of those years, he served in operations, while he’s been a financial adviser/planner since 2008. He holds a B.S.B.A. in Finance from Bowling Green State University in Bowling Green, OH. Maurice also holds the Series 7 & 66 Securities License, health and life insurance agent license, State of Michigan continuing education instructor’s license for CPA’s, and the CERTIFIED FINANCIAL PLANNER (™) and Chartered Financial Consultant® professional designations.
Maurice is driven, consistent, compassionate, and an educator at heart. Because he knows firsthand what it’s like to lack financial wisdom, Maurice walks clientele through a precise, thorough process. He positions clients to take a big picture approach by helping them achieve their financial goals in a concise, sensible manner. Educating clientele on the “why” behind every financial decision along the way, he simplifies their complex needs and goals.
Clientele who work with Maurice leave with a clear, written roadmap to their financial future, which focuses on six key areas of financial management. Maurice is a Board member of The Detroit Chapter of The Society of Financial Service Professionals and is also a member of the CFP® board’s DISCIPLINARY AND ETHICS COMMISSION. Maurice has been blissfully married to his wife since 2012 and has five children that he and his wife adore. When he’s not promoting economic empowerment, Maurice enjoys spending time with his friends and relatives and playing as much golf as possible.
