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My Approach

I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals. As your Ameriprise Platinum Financial Services® advisor, I'll work with you to take action on your personal financial strategy. I'll monitor your plan to help keep you on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

I enjoy spending time with family and friends as well as golfing, bowling and doing various projects around the house.

Community Participation

    • Fallen & Wounded Solders of Livonia
    • Gleaners Community Food Bank
    • Seedlings Braille Books for Children

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education

Experience

Education

  • Associate in Computer Science, 1977, Henry Ford Community College, Dearborn, MI

Professional Associations

  • Oakland University, CFP Educational Component 2004-2006
  • CFP Board, CRPC Educational Component, 2009