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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

My number one passion is creating healthy and beautiful food for family and friends.

I believe in promoting our community by supporting local business, artists, musicians and non-profit organizations.

Outdoor activities include gardening, cross country skiing, hiking and going to camp!

Community Participation

I have been an active member of many organizations throughout my career. I have been an officer and board member of Zonta Club of Marquette, Marquette Food Co-op and Unity of Inner Peace Church.

I have been a sponsor of the Zonta Club Evergreen Awards ceremony, which honors individuals in our community who are dedicated to supporting and mentoring women and girls to help them reach their leadership potential.

And a proud sponsor of the International Skating Union’s 2009 Short Track Speed Skating Olympic Trials and World Cup competition held locally at the Berry Events Center on the campus of Northern Michigan University.

  • Zonta Club of Marquette, former officer and board member
  • Marquette Food Co-op, former officer and board member
  • Unity of Inner Peace Church, former officer and board member
  • Financial Planning Association, member since 2002
  • American Heart Association, volunteer
  • Hiawatha Music Co-op, volunteer

Areas of Focus

  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Education Planning

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • 1981 B.S. Health Education, Northern Michigan University
  • 1990 Respiratory Care Registry Program,University of South Alabama
  • 2008 Accelerated CFP program, Kaplan Financial

Files for Download

My Videos

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My Photos Show Thumbnails

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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.