My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.


  • Golf
  • Salmon Fishing on Lake Michigan

Community Participation

  • Steepletown Chip-in for Kids Golf Outing
  • Gilda's Club


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Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving

Awards & Recognition

  • Ameriprise Circle of Success, 1992-2011
  • Diamond Ring Club, 2006


  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Chartered Retirement Planning Counselor SM
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  • B.S. Business Administration, 1978 Aquinas College, Grand Rapids Michigan

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