Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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)

Community participation

  • Lansing Rotary Club
  • St. Vincent Catholic Charities
  • St. Mary Church, Williamston

Awards & recognition

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

Professional associations

  • Home Builders Association of Greater Lansing

Previous experience

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