23

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.

More...

Interests

I enjoy spending time with my family shopping and watching my children play soccer. I love gourmet cooking and spending time in the kitchen sculpting food for presentations. I am an avid Michigan State sports fan and love to watching them win championships! I also love to travel to my home state in Hawaii and highly recommend people to put it on their 'bucket list' as a must do! I play the guitar, bass and percussion in a band and especially love island music.

Community Participation

I am actively involved in the Castleton Church of the Nazarene praise band playing the drums and guitar. I am also head of fellowship activities such as the Hanging of the Greens reception. I have also been involved in various Children's Ministries.

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2008

Education

  • Hilo High School - 1973
  • Bachelor of Science - Michigan State University - 1978
  • Master of Arts - Michigan State University - 1982

Files for Download