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 family, running, cooking, camping, and sailing.

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Awards & Recognition

  • Ameriprise Circle of Success, 2003, 2007-2009

Qualifications

  • Bachelor of Science Degree
  • Master of Science Degree
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
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Education

  • Michigan State University B.S. Social Science
  • Master of Science in Financial Service

Files for Download

My Photos(3 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.

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My Videos(3 videos) X

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