Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Western Michigan University - Bachelors of Business Administration - Finance

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2010 and 2012 - 2023
  • Ameriprise Circle of Success Hall of Fame, 2022

Community participation

Oshtemo Rotary

Portage Public Schools

Portage High School International Baccalaureate

First Presbyterian Church of Kalamazoo

Kalamazoo Institute of Arts

Kalamazoo Deacon's Conference

Westwood Little League

Oshtemo Friends of the Parks

Knightlife News

Knights of Columbus

TKO Premier SC Golf Outing

YMCA Y-Ball

Civic Theatre

Interests

Amy and I enjoy traveling, sailing, hiking, kayaking and supporting our children with their school and sporting events. Our children participate in Soccer, Basketball, Cross-Country, Baseball and Softball.

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.