My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

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

Experience

? 14

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

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • 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.

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