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My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

  • Spending time with my wife Tara, and boys, Tony and Jack.
  • Spending time at our cabin in the U.P. of Michigan.
  • I enjoy and at the same time despise the game of golf.

Community Participation

My wife, Tara, and I are involved with the March of Dimes and the March for Babies. Our son, Tony, was born 11 weeks premature and weighed 2lbs 3ozs at birth.

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Education Planning
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
  • Insurance
  • Charitable Giving

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • Bachelor of Business Administration, Finance, Western Michigan University, 1997