My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • BMX Racing.
  • I have run 6 marathons.
  • Spending time with family and friends.

Community Participation

I volunteer at GRBMX/Helmets On Inc. Helmets On operates a local BMX track.

A Happier Thanksgiving

Thank you to everyone who volunteered with me for the Ameriprise Financial National Day of Service. Together, we made Thanksgiving more enjoyable for local community members by sorting food and packing boxes at Feeding America West Michigan. At Ameriprise we believe we can and must help the more than 50 million Americans – including 17 million children – who struggle with hunger. Thank you again.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Employee Stock Options
  • Small Business

Awards & Recognition

  • Ameriprise Circle of Success, 2012
  • Ameriprise Outstanding Leader Award , 2012

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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