My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.


I enjoy traveling , good food , live music , and spending time with my son , Arden , and daughter , Celia .

Community Participation

  • Fundraiser for Gilda's Club Grand Rapids, YWCA, and Degage Ministries
  • Volunteer for Kid's Food Basket
  • Spectrum Health Hospice Ethics Committee
  • Chair of East Congregational Church Endowment Fund



Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 1


  • CRPC®  Chartered Retirement Planning CounselorSM
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  • BS , Political Science, DePauw University, Greencastle, IN

My Photos(2 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.

My Videos(2 videos) X