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.



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


94 View scores


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


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

Files for Download

My Videos

  • Close

    view my video  
    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


  • Close

    view my video  
    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.


  • Close

    view my video  
    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.



My PhotosShow Thumbnails

Fremont Holiday Night – HS&C Wealth Management gets ready for a nice evening with Fremont area clients.
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.