Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®

Education

  • BA - Management in Finance - University of Notre Dame

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021 - 2023

Professional associations

  • CFA Institute

Community participation

  • Notre Dame Club of Kalamazoo
  • Center for The Homeless
  • Portage Rotary Club

Interests

  • Auto racing
  • Trading financial markets
  • Cheering on Notre Dame sports