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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Licensed in Life and Health Insurance, Annuities
  • Series 7, 65, and 63 Securities License

Awards & recognition

  • Ameriprise Circle of Success Chairman’s Advisory Council, 2023
  • Barron’s Top 1,200 Financial Advisors, 2024
  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Ameriprise Circle of Success, 2006-2022
  • OsborneKlein, Ameriprise Client Experience Award, 2021
  • Ameriprise Diamond Ring Club, 2018
  • Premier Protection Award, RiverSource Life Insurance Company, 2013-2014
  • OsborneKlein, Best and Brightest Companies to Work For in the Nation, 2021-2023

Community participation

  • Volunteer organizer Red Cross Blood drive
  • Volunteer for the O'Leary foundation
  • Annual sponsor of the Southwest, MI Bonus Bucks Pantry
  • Volunteer for the Big Brothers Big Sisters
  • Volunteer for the Angel Tree for Kids
  • Volunteer for Prevention Works

Interests

  • Spending time with family and friends
  • Traveling to new places
  • Football fan
  • Wine enthusiast

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.