Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • Series 7, 66 Licenses

Education

  • DePaul University Kellstadt Graduate School of Business, Master of Business Administration in Finance
  • Eastern Michigan University, Bachelor of Business Administration in Economics

Awards & recognition

  • Grezlik, Krantz and Associates, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Five Star Wealth Manager, 2020-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Previous experience

  • Financial Advisor, Merrill Lynch, Chicago, IL, 2004-2008
  • Financial Advisor, Morgan Stanley, Livonia, MI, 2003-2004

Interests

I grew up outside of Detroit, MI in a town called South Lyon. I graduated from Eastern Michigan University with a BBA-Economics and was a letter winner for the Eagles in cross country & track. I also hold an MBA-Finance from the DePaul Kellstadt Graduate School of Business. I live in the Sauganash neighborhood on the northwest side of Chicago. I am a CrossFit fanatic, BMW enthusiast, and I still love to skateboard.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.