29 94

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.

More...

Community Participation

Adjunct Professor of Financial Planning, Western Michigan University. Habitat for Humanity, Volunteer Construction. Third Church, Small Group Leader. Boy Scouts of America, Troop 292.

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Qualifications

  • Member, Financial Planning Association
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC  Certified Long Term Care
  • Bachelor of Arts Degree from Western Michigan University
  • Financial Advisor
View Definitions

Education

  • Bachelor of Arts from Western Michigan University

My Videos

More...

My Photos Show Thumbnails

Habitat Group for National Day of Service

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.