My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

  • Spending quality time with my family and friends
  • International Travel
  • Golfing
  • Biking
  • Weightlifting
  • Boating
  • Reading

Community Participation

  • Involved with activities at Turtle Lake Elementary School

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Experience

19
95 View scores
 
 
 

Awards & Recognition

  • Ameriprise Circle of Success, 2009
  • FIVE STAR Wealth Manager1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • FINRA Series 7, 63, ,65, 66
  • Life & Health Insurance
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Education

  • Purdue University BA, Economics
  • London School of Economics and Political Science General Course, Economics

Files for Download

My Videos

  • Helping clients since 1995

    Whether you are building towards your retirement or already retired, find out how I can help you feel more confident in your future.

    (1:47)

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My Photos Show Thumbnails

Florida 2013

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.