My profile

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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies

Education

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

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

Interests

I enjoy spending time with my family. My daughter is currently a sophomore at U of M. 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.

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.