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. I felt that I too could have a direct and positive impact on people – to see progress with my own eyes and be appreciated for it. A commitment to the profession and to putting clients’ needs first is what drives me every day.

What I do as a financial advisor & Certified Financial Planner™ professional

The financial planning process is one of discovery and overcoming obstacles to realize a vision. It is a two-way street involving open communication about hopes, fears 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 structure, then helping with the financial decision-making process over time, I 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, save for that dream home or manage an estate, I can help. You may also be handling a life-event like marriage or the birth of a child. Most clients come to work with me for one or more of these reasons and are surprised by the depth of service and advice that follow. To get started, please contact me today.

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Interests

  • My father was an Ameriprise advisor for 24 years, and I love what I do every day.
  • In my spare time, I enjoy music, guitar, photography and movies. I also like to travel, camp, bike, golf, swim and play tennis.
  • My home keeps me busy as well, and I will probably never run out of 'projects' around the house.
  • I also like just socializing - to meet new people and enjoy time with friends and family.

Community Participation

I regularly participate in professional development, community affairs and networking events sponsored by the Chamber of Commerce, Kalamazoo College, Western Michigan University's Alumi Association and other local organizations. In addition, I also enjoy volunteering with Kalamazoo Valley Habitat for Humanity.

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies

Experience

94 View scores
 
 
 

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional
  • CLU®  Chartered Life Underwriter
View Definitions

Education

  • 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 Videos

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My Photos Show Thumbnails

Our office decided to close on September 11th to work with Habitat for Humanity on their annual 'Fast-Build' house.

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.