My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Education

  • Lake Superior State University - B.S. Finance and Economics

Previous experience

  • Financial Planning Specialist - Ameriprise Fiancial, 8 years

Interests

- I have a strong focus on my family and friends, a big part of my life is revolved around them.
- A big hobby of mine is racing cars, and all that is involved with making them run the best they can. I travel around the Midwest attending events at numerous racetracks every year.
- The outdoors is a place I always like to be, whether it be camping, fishing, hunting, kayaking, or biking.- I like to stay active, playing hockey, fitness training, and promoting a healthy lifestyle are all things that are meaningful to me.

My photos

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