Advisor profile


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.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional
  • ChFC® Chartered Financial Consultant®

Education

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

Interests

  • 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.

Community participation

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

Awards & recognition

  • Ameriprise Circle of Success, 2012