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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

I most enjoy fly-fishing, fishing, hiking, shooting sports and golf. I also enjoy spending time with our three sons building memorable experiences. Fortunately, we enjoy many of the same activities! As a family, we enjoy rustic domestic travel, particularly out west.

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Science, Michigan Technological University, Houghton, MI 1979

My Videos

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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.