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My Approach

I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.
 

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Interests

I like being outdoors whether it be biking, walking my dog, fishing, golfing, scuba diving or going to a baseball game. Also, I play basketball a few times a week at the Troy Community Center. Lastly, I enjoy traveling and I have been fortunate enough to have been to some unique places around the world.

Community Participation

I actively support our community recreational programs as well as several local and national philanthropic organizations including:

- American Cancer Soceity: I have organized fundraising events since 2008

- Special Olympics: I have organized fundraising events since 2003

- Volunteer Basketball Coach with the Troy Parks & Recreation, the Troy Community Center & Joe Dumar's Fieldhouse since 2002

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 1987 - 2012
  • Ameriprise Chairman's Advisory Council Hall of Fame, 2012
  • Ameriprise Circle of Success, 2008 - 2012
  • Ameriprise Diamond Ring Club, 1993
  • Ameriprise Hall of Fame Inductee, 1998

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Wayne State University - Detroit, MI | BS: Education

Professional Associations

  • Certified Financial Planner Board

My Videos

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My Photos Show Thumbnails

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.