Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER, 1998-Present
  • Chartered Retirement Planning Counselor, 2007-Present
  • Chartered Mutual Fund Counselor, 2006-present

Education

  • Northern Michigan University, Bachelors of Science, Finance, 1991

Interests

Enjoy road biking, mountain biking, hockey and many other outdoor activities Marquette has to offer.

I believe in giving back to your community and therefore I have been involved in coaching youth hockey in the Marquette area for the past 20+ years.

I am a proud sponsor of Marquette Junior Hockey and received sponsor of the year award for 2011-2012.

My family is an active member of St. Peter's Cathedral.

Community participation

  • Marquette Senior High School Hockey Coach
  • Board Member and Volunteer Coach Marquette Junior Hockey
  • Sponsor Marquette Junior hockey
  • Supporter NMU Blue Line Club

Awards & recognition

  • Ameriprise Circle of Success, 2007-2009, 2012