Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP®Certified Retirement Income Planner
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Albion College, B.A. Chemistry, 1986

Interests

  • I enjoy boating, golf, and fishing
  • "My ideal day would include boating with friends and family"

Community participation

Battle Creek Community Foundation, Health Grant Committee; Southwest Michigan Rehabilitation Hospital Foundation Board; State YMCA of Michigan, Trustee; Fountain Clinic, Advisor for charitable gifts: local churchs,academic institutions, and other non-profit organizations

Awards & recognition

  • Ameriprise Circle of Success, 1999-2020
  • Ameriprise Diamond Ring Club, 2011

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.