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

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
View Definitions


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

My Videos

  • Close

    view my video  
    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.