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.

Interests

  • Sailing
  • History, Reading and Writing
  • Golf and Tennis
  • Teaching and Learning

Community Participation

Finance Committee Member of St. Mary's Church in Paw Paw. Past Board Member of Kalamazoo Good Will Industries. Assistant little league coach. Supporter of Local 4H Youth Live Stock, Auctions, Kalamazoo, MI
32
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 15 reviews 100.0

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Small Business

My Videos(5 videos)

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