Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Insurance
  • Family Finances
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bachelor of Science, Mechanical Engineering (BSME) - University of Michigan. Cum Laude.
  • Master of Business Administration (MBA) - University of Michigan. With Distinction.
  • Northville High School. Graduate.

Interests

  • Playing soccer - I play year round in several leagues in Rochester, Troy and Pontiac.
  • Running and Cycling - I ride an exercise bike every other day for exercise and cardio. I ran my first half marathon (The Brooksie Way) in 2014 and finished in under 2 hours.
  • Reading - I am an avid reader (paper only!) and usually read business books, sports books and mysteries.
  • Car enthusiast - having worked in the auto industry I enjoy all cars. I have owned several Ford Mustangs in the past.
  • Family time - I enjoy spending time with my wife and two daughters outdoors and playing both board and card games.

Community participation

  • President of my neighborhood Homeowner's Association
  • Sponsor of Apraxia Kids, Detroit Public Television and the American Cancer Society
  • Lifetime member of the University of Michigan Alumni Association
  • I have lived in the Metro Detroit area for over 45 years

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • University of Michigan Alumni Association - lifetime member

Previous experience

  • Financial Advisor - Account Vice President, UBS Financial Services, 2008-2015, Troy, MI, 7 years
  • Manager - Strategy Consulting, Accenture, 2004-2008, Detroit, MI, 4 years
  • Consultant, Kelvin Group, LLC, 2002-2004, South Lyon, MI, 2 years
  • Sr. Program Manager, Meridian Automotive Systems, 1998-2002, Dearborn, MI, 4 years
  • Project Engineer, Altair Engineering, 1995-1998, Allen Park, MI, 3 years

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.