Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • MSFS Master of Science in Financial Services

Education

  • B.A., Philosophy/Government, Georgetown University, 1975
  • M.S., Financial Services, American College, 2007

Awards & recognition

  • Ameriprise Circle of Success, 2000 -2018
  • Ameriprise Diamond Ring Club, 2006
  • Ameriprise Client Experience Award, 2020
  • The Avalune Group, The Avalune Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • The Avalune Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Board Member, Macatawa Bay Junior Association

Board Member, Vatican Observatory Foundation

Past Commodore, Macatawa Bay Yacht Club

Former Senior Warden, Grace Episcopal Church, Holland, MI

Former Board Member, Holland Hospital, Holland, MI

Interests

I live and work with the love of my life, Anne, and together we have two creative and successful daughters. We have lived in Holland, Mich. for over 35 years, during which we have developed a love and respect for our community. We are both active members of Century Club of Holland.

As an avid sailor and sailboat racer, living in Holland provides me with access to one of Michigan’s greatest assets – the lake. I truly believe that time on the water with friends and family nourishes relationships, and I am committed to introducing and sharing these benefits with members of the community.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.