Albert is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Albert was inspired to join the financial services industry in 2001, after watching his parents navigate their own retirements without anyone to properly guide them. He became an independent advisor in 2005, partnering with a colleague to establish a complete financial planning firm that embodied the ideal of placing clients’ best interests first. When his former partner decided to relocate the firm in 2012, Albert chose to remain nearby for his clients and founded the Kaizen Financial Group on those same investor-first principles.

As a fiduciary, Albert adheres to a comprehensive approach when providing investment advice and creating financial plans. He believes education is a vital component when making retirement decisions, and he frequently offers workshops and educational seminars on retirement-related topics.

Albert has passed the Series 65 securities exam and holds an insurance and health license. He has also completed certified courses on estate and tax planning; however, he does not provide any legal or tax advice. Albert graduated from Montana State University, where he earned two Bachelor of Arts degrees. He was a three-time College All-American in wrestling and also qualified for the 1992 Olympic wrestling team trials.

Albert resides in Harrison Township, Michigan, and enjoys the outdoors, extreme sports and physical fitness training. As former head wrestling coach for Lapeer East High School, he feels everyone should have some type of coach or advisor to help them attain the dreams and goals they set for themselves.