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

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • Bachelor of Science - Financial Management, Bob Jones University, 1992

Interests

  • My family is very important to me, therefore I enjoy spending time with them
  • One of my favorite things to do outside of the office is golf
  • I enjoy hiking and exploring new places
  • I'm a fan of all sports

Community participation

  • Food Gatherers of Ann Arbor, MI https://www.foodgatherers.org/

Awards & recognition

  • Ameriprise Circle of Success, 1993-2020
  • Ameriprise Hall of Fame, 2019

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.