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

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)
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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 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.

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