My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

  • Raising our 3 young children with my wife
  • Golf
  • Hiking
  • Reading

Community Participation

  • Member of Bad Axe Chamber of Commerce
  • Member of Cass City Lions Club

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Small Business

Experience

17

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • APMA® Accredited Portfolio Management AdvisorSM
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Education

  • Bachelor in Science in Business Administration with second major in Economics
  • Aquinas College, Grand Rapids Michigan

My Videos

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