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
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • Andrews University, B.S. Education, Berrien Springs, Michigan


  • I enjoy fishing, camping, canoeing, kayaking, boating, antique cars, home restoration and time with my family.

Community participation

  • Kingdom Advisors (Qualified Kingdom Advisor)
  • Christian Franchise Advisor Network, Qualified Member (CFAN)
  • ASI Member (Adventist-Laymen's Services & Industries)
  • Charlotte Harbor Fly Fishers, Member
  • Coastal Conservation Association, Member

Awards & recognition

  • Ameriprise Circle of Success, 2009-2010