My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

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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.

My Videos(2 videos) X