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One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.
Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.
Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains how the “fear of missing out” (FOMO) mindset can seep into investor psychology and breaks down the impact it could have on markets. (3:31)
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My office is proud to participate in the Ameriprise Day of Service by supporting hunger relief efforts in our community.
Now through November 7th, 2025 we’re conducting a food drive to benefit Fish and Loaves. Please consider dropping off any non-perishable food item(s) the next time you visit.
We will also be volunteering at Fish and Loaves. We hope you’ll join us for one or both opportunities.
Date: November 7th, 2025
Time: 9am until 12:00pm
Location: Fish and Loaves
25670 Northline Rd
Taylor, Michigan 48180
www.flcfp.org
For more information and to register to participate, contact us at734-284-3700 or email
us at ClearHorizonWealthAdvisors@AMPF.com
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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