Advisor profile


My approach

I believe that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations including tax and retirement planning strategies and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, I believe that even the most complex financial issues can be handled with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor

Education

  • Bachelor of General Studies, University of Michigan, Ann Arbor, Mich., 1987

Awards & recognition

  • Wales Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2022 - 2023
  • Wales Wealth Management Group, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Outstanding Leader Award, 2019
  • Ameriprise Circle of Success Hall of Fame, 2013
  • Ameriprise Premier Franchise Consultant, 2010, 2012

A Few More Interesting Things About Me

While a student at the University of Michigan I was selected as one of the top 25 male leaders on campus as an inductee into Michigamua–a senior leadership honorary society.

In September of 2009, I was honored with the Andrews University Spirit of Philanthropy Award.

In May of 2014, I was invited to deliver the Undergraduate Commencement address at Andrews University.

I am a partner for Newport Properties of Michigan, a real estate development and management company in southwest Michigan.

Community participation

In May 2020, I helped light this display in honor of local healthcare workers.
In May 2020, I helped light this display in honor of local healthcare workers.

Since 2006, I have served on the Andrews University Board of Trustees. In 2012, I joined Corewell Health Southwest Michigan Foundation Board, (formerly Spectrum Health Lakeland), which I currently chair. In 2014, I joined the United Federal Credit Union Board of Directors, where I am on the Governance Committee. In 2020, I joined the Board of Directors for Corewell Health Southwest Michigan, where I chair the Finance & Human Resources Comm. and serve on the Governance and Compliance Comms.

Interests

My greatest interest is my family. We enjoy traveling and scuba diving.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.