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My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

I believe in the importance of living a balanced life around those things you value most. In my case, I value spending quality time with my family and friends, my health, activities to help recharge my batteries and spending time to grow in faith.

Interests that support this include:

  • Spectating my 3 daughters' extracurricular activities
  • Family vacations
  • Triathlon events and training (Swimming, biking and running). Completed my first Ironman in September of 2012 in Madison, WI
  • Camping, bonfires and cooking on the grill
  • Golfing

Areas of Focus

  • Retirement Income Strategies
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • CASL®  Chartered Advisor for Senior Living
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Education

  • BBA, Finance, Western Michigan University, Kalamazoo, MI

My Videos

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My Photos Show Thumbnails

Fishing with the girls and their friends in front of our property on the Menomine River

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.