Advisor profile


What you can expect when you work with me

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.

Get started
24
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
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.B.A., Finance, Western Michigan University, 1999

Awards & recognition

  • Rush Creek Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • MDRT Million Dollar Round Table 2005-2008

Previous experience

  • Michigan Army National Guard Officer, 1999-2008
  • U.S. Army Reserve Officer, Instructor, 2009-2021 Retired

Community participation

  • Set Free Ministries, Sponsor

Interests

  • Enjoy time with my Family, on the Lake and Traveling the World
  • Sports, Golf and Skiing
  • Craft beer industry, investor in 4 local breweries
  • Serving our country, U.S. Army Reservist