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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 license
  • Series 66 license
  • Life and Health Insurance License

Education

  • BA in Mathematics, Hope College

Interests

My interests include spending time with my family and making a difference in people's lives. In addition, I enjoy travelling, playing chess, fishing, playing and coaching soccer.

Community participation

Volunteer for West Michigan United Way

Coach of youth and adult recreational soccer teams

Volunteer for Feeding America West Michigan

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor at UBS Financial Services, 2007-2010
  • Vice President at JP Morgan Chase, 1993-2007