My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

Interests

Enjoys competitive sailing, skiing and hanging out with family and friends.

Community Participation

Grand Traverse Bay YMCA

Experience

? 19

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education

Professional Associations

  • Ameriprise Financial Services, Inc.

Files for Download

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