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
19
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
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor, CRPC

Education

  • University of Michigan, Bachelor of Science, 2005

Community participation

I enjoy singing bass and baritone with the talented choir at our local parish.

Interests

I serve clients so that I may realize the joys of growing a family. My personal time is primarily spent actively and with family. I enjoy running, outdoors as much as possible, 4-miler and half marathon races, and adult ice hockey league. Giving back to my community through charity events and church is also priority. Lastly, I am keen to learn, so professional development seems to creep its way into personal time, whether it's the ambition of another designation or simply the commitment required to stay abreast of dynamic markets.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.