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.

Interests

Travel , Food and other Cultures

Outdoor Activites and Sporting Events

Reading and Studying History

 

 

Community Participation

  • Grandville Jenison Chamber of Commerce

Experience

? 16 ? 94 View scores
 
 
 

Areas of Focus

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

Qualifications

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

Education

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

Files for Download

My Photos(1 photo albums)

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.

My Videos(4 videos) X

View All Videos