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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

I enjoy reading, working out, and walking my dogs.

I also enjoy my weekly bible study group.

Alabama and Auburn Football. Only Alabama when they play Auburn.

Cruising...on a ship not in a car.

Visiting family and friends back home in Michigan

Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Experience

Qualifications

  • Series 7, 63 & 65
  • Life, Health, and Annuities AL
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Central Michigan University, Mt. Pleasant, MI, B.S., Business Administraton

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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.