Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies


  • ChFC® Chartered Financial Consultant®


  • BBA Bachelor of Business Administration - Western Michigan University- 1996

Awards & recognition

  • Beatty, Betts & Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Beatty, Betts & Associates, Ameriprise Client Experience Award, 2022
  • Ameriprise Circle of Success, 2012

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Beatty, Betts & Associates on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

              • St. Clair County Community Foundation Finance & Investment Committee member
              • Port Huron Northen Athletic Booster Club Committee member
              • Sponsor of the Empty Bowls Fundraiser for Mid City Nutrition
              • Fort Gratiot Little League Baseball Coach
              • AYSO Volunteer Referee
              • Volunteer for Habitat for Humanity
              • St. Clair County Community College Foundation Board of Directors member
              • Pledge to Plan Advisory Committee member


  • I am married to my wife Missy and we have three beautiful daughters: Kayla, Sydney and Charley.
  • In enjoy spending time with my family, traveling and helping my clients.

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.