Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Securities License 7
  • Securities License 63
  • Registered Principal License 24
  • Life, Accident and Health Licenses
  • M.A, Education, Wheaton College
  • B.A, Business and Management, Northeastern Illinois

Education

  • Wheaton College, M.A., 1983
  • Northeastern Illinois University, B.A., 1978

Interests

Team sports (baseball, softball, hockey); bicycling, camping, cooking and travel; outdoors enthusiast. Baseball: Mens' Senior Baseball League (MSBL). Hockey: Northeastern Illinois University, Varsity (1975-76); Wheaton College (1983-1985). Head Coach, Maine West (Des Plaines, IL) High School Hockey (1979-1983). Head Coach, Wheaton (IL) College Hockey (1986-1989).

My personal core values are Faith, Family, Freedom, Fitness and Fun!

Community participation

  • Boy Scouts of America; Eagle Scout, Assistant Scoutmaster, Troop 50; Cub Scouts, Den Leader. 
  • Byron Center Youth Baseball League - Sponsor, Coach (2006).
  • Pine Trail Camp, Saugatuck, MI, Board Member, 1997-2009
  • Kentwood Youth Hockey, Coach (1996-1997; 2004).
  • Special Olympics, Michigan Area 12, Sponsor.

Professional associations

  • Grand Rapids Business Journal - Top CFPs
  • Adjunct faculty, College for Financial Planning
  • Former VP, West Michigan Intl Assn of FP (IAFP)
  • FPA - Financial Planning Association