My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals 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.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Golf
  • Salmon Fishing on Lake Michigan

Community Participation

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

Experience

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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

Qualifications

  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Chartered Retirement Planning Counselor SM
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Education

  • B.S. Business Administration, 1978 Aquinas College, Grand Rapids Michigan

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