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

  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • BA, Alma College, 1991, Honors in the Department of Economics

Interests

I enjoy spending time with my family. My daughter just graduated from Midland High School and will be attending U of M in the Fall. My wife is a dental hygienist. Outside of work, I am a member of the Midland Kiwanis Club and on the board of its foundation, I am also on the board at West Midland Family Center and the Humane Society of Midland County. I also enjoy walking our dogs, playing volleyball, curling and lake surfing.

Community participation

  • West Midland Family Center (www.wmfc.org): Accounting and Budgett Committee, Investment Committee, and Dow College Opportunity Program.
  • Humane Society of Midland County
  • Midland Kiwanis Foundation

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.