Rufus’ interests are working in tandem with clients to build plans of action, allowing them the opportunity and access to strategic objectives that preserve and manage their wealth. Rufus contents himself in joint efforts with clients to develop a well-suited program for their lives. His knowledge of wealth management allows him the capacity to suggest appropriate programs, which can then be tailored to their needs. He also provides guidance regarding insurance needs- life insurance, disability income, long-term care and business protection are specialties of his. He takes great care to make sure his clients are satisfied with their joint initiative. Rufus has a CFA designation with which he has a wealth of experience with investments and insurance.
Rufus is married with two kids, and in his down times spends time with family. Rufus hails from a small town in Michigan which explains his deep affinity for all “Detroit based” sports teams.