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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
25
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℠

Education

  • BBA, Banking and Finance, Northwood University

Interests

Family, Travel, and most anything that involves being out in the great outdoors

Community participation

  • D.A. Blodgett - St. John's Annual KidsFirst Open
  • Greenville Chamber of Commerce Member

Previous experience

  • Account Executive, Fidelity Investments, 3 years, 4 months (November 2010 to February 2014)
  • Account Executive, TD Ameritrade, 5 years, 3 months (August 2005 to October 2010)