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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2013-2023

Community participation

I regularly serve as a welcome greeter at Genesis Church in Carmel, Indiana.

Interests

I enjoy spending time with my family. 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 and especially love island music.