My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

Discovering with my 6 year old, Lexie, and my 4 year old, Amanda.

Boating. Scuba Diving. Gardening.

Community Participation

Junior Achievement of Western Michigan

Areas of Focus

  • Retirement Planning Strategies
  • IRA Rollover
  • Retirement Plan Distribution
  • Investments

Experience

17

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • AWMA®  Accredited Wealth Management Advisor
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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.