My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

  • Enjoys family, running, cooking, camping, and sailing.

Areas of Focus

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

Experience

27
96 View scores
 
 
 

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

Files for Download

My Videos

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My PhotosShow Thumbnails

Ball Game Night- HS&C Wealth Management clients enjoy food and drinks in the suite before the game

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.