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

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Walsh College of Accountancy and Business Administration
  • Bachelor of Business Administration
  • 1993-1995

Interests

Walks with my wife Joann and dog Sonny

Golf

Walks on the beach

Spending time with family

Community participation

Coach recreational youth soccer

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017

Professional associations

  • Walsh College Alumni

Previous experience

  • Morgan Stanley - Financial Advisor -Rochester MI, 2003 - 2017