“While most people agree that financial planning is necessary, many put it off for one reason or another. But these days, failing to plan is actually planning to fail.”
Archie, a Michigan native, started his business in January 1989. He is the founder of Westshore Financial Services. As a Certified Financial Planner™ professional and Investment Advisor Representative, Archie focuses on what is best for his clients and their future, while providing the professional advice and guidance needed to develop an appropriate plan. After serving four years in the United States Air Force, Archie earned his BBA and MBA degrees from Grand Valley State University, majoring in business management with a minor in finance. He currently holds FINRA Series 6, 7, 22, and 63 securities licenses in addition to numerous insurance licenses. For more than three years, Archie instructed the Financial Paraplanner and CFP® certification courses for the College for Financial Planning based in Denver, Colorado. He also served as an adjunct instructor for Davenport College for more than five years where he taught finance, financial planning, investing, management, and business classes. He developed and implemented new classes along with providing customized training sessions. Archie’s extensive knowledge, experience, and education help him create unique, customized plans built around each client’s personal life situation. He is currently a member of the Michigan West Coast Chamber of Commerce.