Our Approach

Our mission is to help our clients plan for more confident financial futures. We help them work toward this goal by focusing on building relationships and sharing what we've learned through our years of experience. We aspire to translate our clients' dreams into plans with purpose. We provide personalized financial advice and client service that can help you plan to achieve your financial dreams and goals, too.

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We have held several small golf outings this summer. A fun way for clients to introduce us to family, friends or colleagues.

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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.

Are you on track?

Does the current political and market environment have you wondering about your tax and retirement planning strategies? Now may be the time to thoroughly review your financial situation. Together, we can discuss your goals and determine if your plans are on track.

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Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

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Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Community Participation

Forgotten Harvest, Volunteer (www.forgottenharvest.org)

Relay for Life - American Cancer Society, Volunteer (www.relayforlife.org)

Race for the Cure - Susan G. Komen Foundation, Volunteer (www.komen.org)

Royal Oak Lions Club (www.royaloaklionsclub.com)

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