My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • I am a strong advocate for Veteran's benefits.
  • I am the past Chair of US Navy Recruiting Distrcit Adv. Council.
  • I enjoy fishing for Salmon on Lake Michigan.
  • I enjoy fishing for Walleye in Canada.
  • I am the Grand Knight for Holy Trinity Knights of Columbus, Council 15548
  • I am a Fourth Degree Knight of the Knights of Columbus.

Community Participation

  • I have co-chaired the building fund for Holy Trinity Church.
  • I have raised money for MDA and Jerry's Kids.
  • I have worked closely with Make a Wish Foundation.
  • I support the West Michigan Blood Bank (4.3 gallons).
  • I support Catholic education events in West Michigan.
  • I support our sister parish in Haiti (La Goanauve, Haiti).
  • I help arrange Blue Angels back seat rides for the community.
  • I help lead the USN SEAL Fitness Challenge and USN Open House

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Experience

19
95 View scores
 
 
 

Qualifications

  • Series 9, Options
  • Series 10, Municipals
  • Series 24, General Securites
  • Series 7, Registered Representative
  • Series 65, Investment Advisor
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Professional Associations

  • Past member, Board of Directors Ronald McDonald House
  • American Legion
  • US Navy, Engineering Officer of the Watch, Nuclear Power Prop.
  • US Navy, Command Master Chief, Retired
  • Veterans and Military Families of Michigan
  • US Navy West Michigan Recruiting District Advisory Council
  • Past member, Board of Directors Lakeside Heritage Museum
  • Member, Ronald McDonald Legacy
  • Disabled American Veterans