Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
5
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™

Education

  • BA - Management in Finance - University of Notre Dame

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021

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