My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

  • interests include golf, playing backgammon
  • avid art collector for over 25 years

Community Participation

  • former board member/director of various trade organizations
  • former president of the Ada Business Association

A Happier Thanksgiving

Thank you to everyone who volunteered with me for the Ameriprise Financial National Day of Service. Together, we made Thanksgiving more enjoyable for local community members by sorting food and packing boxes at Feeding America West Michigan. At Ameriprise we believe we can and must help the more than 50 million Americans – including 17 million children – who struggle with hunger. Thank you again.

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies

Education

  • B.A. English, Economics, and Education, State University of New York at Stonybrook

Previous Experience

  • Financial Advisor, Merrill Lynch, Grand Rapids, MI, 2007-2013
  • Financial Advisor, Edward Jones, Grand Rapids, MI, 2005-2007

Files for Download

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(1 videos) X