My Approach

My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.

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Interests

Travel , Food and other Cultures

Outdoor Activites and Sporting Events

Reading and Studying History

 

 

Community Participation

  • Grandville Jenison Chamber of Commerce

Areas of Focus

  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies

Experience

14

Qualifications

  • Certified Financial Planner (CFP)
  • Master of Business Administration (MBA)
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Education

  • BA - Business Administration Pre-law, Michigan State University 1994
  • Master of Business Administration, Grand Valley State University 2009

Files for Download

My Videos

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My Photos Show Thumbnails

Ball Game Night- HS&C Wealth Management clients enjoy food and drinks in the suite before the game

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.