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

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 9
  • Series 10
  • Series 24
  • Series 7
  • Series 65

Interests

  • I am a strong advocate for Veteran's benefits.
  • I am the past Chair of US Navy Recruiting Distrcit Adv. Council.
  • I enjoy fishing for Salmon on Lake Michigan.
  • I enjoy fishing for Walleye in Canada.
  • I am the Grand Knight for Holy Trinity Knights of Columbus, Council 15548
  • I am a Fourth Degree Knight of the Knights of Columbus.

Community participation

  • I have co-chaired the building fund for Holy Trinity Church.
  • I have raised money for MDA and Jerry's Kids.
  • I have worked closely with Make a Wish Foundation.
  • I support the West Michigan Blood Bank (4.3 gallons).
  • I support Catholic education events in West Michigan.
  • I support our sister parish in Haiti (La Goanauve, Haiti).
  • I help arrange Blue Angels back seat rides for the community.
  • I help lead the USN SEAL Fitness Challenge and USN Open House

Professional associations

  • Past member, Board of Directors Ronald McDonald House
  • American Legion
  • US Navy, Engineering Officer of the Watch, Nuclear Power Prop.
  • US Navy, Command Master Chief, Retired
  • Veterans and Military Families of Michigan
  • US Navy West Michigan Recruiting District Advisory Council
  • Past member, Board of Directors Lakeside Heritage Museum
  • Member, Ronald McDonald Legacy
  • Disabled American Veterans