Advisor profile


My approach

Our mission is to provide a premier client experience. We carefully select and maintain a limited number of clients to ensure an outstanding level of service. Every situation is unique; deserving a comprehensive, holistic, and sophisticated financial plan. We personally design customized portfolios for clients – specially tailored to individual needs. A client’s success is our success; and that of their future generations. We are committed to building, maintaining, and protecting this legacy.

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • AEP® Accredited Estate Planner®
  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.B.A., 1994, Industrial Marketing and Psychology, Western Michigan University
  • Graduate Certificate, 2005, Business Succession Planning, The American College

Awards & recognition

  • Ameriprise Circle of Success, 2012-2023
  • Ameriprise Circle of Success Diamond Ring, 2018

Professional associations

  • National Association of Insurance and Financial Advisors
  • The Million Dollar Round Table
  • The Economic Club of Grand Rapids, Member, Grand Rapids, MI
  • West Michigan Estate Planning Council
  • Order of Sons and Daughters of Italy in America

Community participation

I participate in numerous community fundraising events, including Feeding America, D.A. Blodgett St. John's, The Women's Resource Center, American Cancer Society, Parkinson's Research, and Habitat for Humanity, just to name a few.

Interests

I enjoy spending time with family and friends. I enjoy boating, reading, and dining out. When not dining out, I especially enjoy cooking healthy foods and Italian cuisine.

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.