Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER, CFP
  • CHARTERED RETIREMENT PLANNING COUNSELOR, CRPC

Education

  • BA Business Administration, Michigan State University, East Lansing, MI

Professional associations

  • Campbell Chamber of Commerce

Previous experience

  • Financial Advisor, RSM McGladrey, 2003 - 2003

Community participation

To learn more about how Ameriprise Financial helps strengthen communities, visit Ameriprise.com/communityrelations

Interests

  • TRAVEL
  • SPORTS/GOLF
  • ASTRONOMY
  • READING THE CLASSICS