My Approach

Why I am a Certified Financial Planner™ professional

I chose this career because my father enjoyed his work as a financial advisor with Ameriprise, and I felt that I too could have a direct and positive impact on other people's lives. I now carry on his passion both for the profession and for putting my clients' needs first.

What I do as a Financial Advisor & Certified Financial Planner™ professional

The financial planning process is a journey of discovery and overcoming obstacles to realize a vision. It is a two-way street about hopes, challenges and solutions. It can help cut through the clutter of everyday life, tune out distractions and avoid temptations that may get in the way of achievement. By providing a framework for long-term decision-making, I help empower clients so they can spend less time on money matters and more time on family, hobbies, community endeavors and so much more.

I can help you plan for the future

Whether your goal is to prepare for retirement, manage a complex issue or leave a legacy to the next generation, I can be your guide through any financial environment. I believe most clients who come to work with me for one or more reasons are surprised by the depth of service and advice that follow. To get started, please contact me today.


My father felt honored to serve his clients as an Ameriprise advisor for 24 years, and I too love being able to help people every day when I'm at the office. Outside of work, my wife Robin and I are enjoying life with our son RJ, who is developing far too fast for us to keep up. Some of my hobbies include listening to music, playing guitar, photography, golf, swimming and other outdoor sports. Our home keeps us busy as well, and we will surely never run out of 'projects' around the house. I also like meeting new people, volunteering and spending time with friends and family.

Community Participation

I regularly participate in professional development, community affairs and networking events sponsored by various organizations, which include Kalamazoo College and Western Michigan University. In addition, I also enjoy hosting volunteer events with local food banks.


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Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies


  • CLU®  Chartered Life Underwriter
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  • Master of Business Admin. (MBA), Western Mich. Univ., 2005, Departmental Honors
  • BA in Biology, Economics Minor, Kalamazoo College, 1999, Cum Laude

Files for Download

My Photos(3 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.

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