Advisor profile

What you can expect when you work with me

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.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • BS Industrial Engineering, Kalamazoo College, Kalamazoo, Michigan (1991-1993)
  • BS Industrial Engineering, Western Michigan University, Kalamazoo, Michigan (1994-1995)
  • BS Industrial Engineering, Arizona State University, Phoenix, Arizona (1996-1999)
  • MBA with Concentration in Finance, Western Michigan University, Kalamazoo, Michigan (2000-2001)

Awards & recognition

  • Stiles, Miller, & Clark Group, Ameriprise Client Experience Award, 2021 - 2023

Professional associations

  • Home Builders Association of Greater Lansing

Previous experience

  • Financial Advisor, Merrill Lynch, Pierce, Fenner, & Smith, Inc., 2002-2019

Community participation

  • Legatus Member
  • Lansing Rotary Club
  • Lansing Rotary Foundation Board of Directors
  • St. Vincent Catholic Charities Guardian Society Member
  • St. Mary Church Parishioner, Williamston

My photos

1 albums
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