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My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

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Interests

  • Family: wife - Molly & son - Billy
  • Outdoors: boating, fishing, hunting, skiing, dirt-bike & snowmobile riding
  • Dogs: weimerainers - Ryle & Blue

Community Participation

Traverse City Kids Festival

Big Brothers & Big Sisters of Traverse City, Michigan.

Cherry Capital Bass Anglers Association of Traverse City, Michigan

Areas of Focus

  • Education Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2000 - 2008 & 2010

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BBA, Northwood University, Midland, Michigan - 1984