My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Hiking
  • Boating
  • Golf
  • Travel with Family

Community Participation

Fremont Chamber of Commerce

Gerber Memorial Hospital Board

Fremont Community Foundation

Experience

? 35

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution

Awards & Recognition

  • Ameriprise Circle of Success, 2010-2012

Qualifications

  • Michigan State University - Bachelor of Accounting
  • AICPA Certficate of Educational Achievement in Governmental Accounting and Auditing
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Education

  • Michigan State University - Bachelor of Accounting

Professional Associations

  • MACPA - Michigan Association of Certified Public Accountan
  • AICPA -American Institute of Certified Public Accountants

Files for Download

My Photos(2 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.

My Videos(2 videos) X