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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • MSF - Masters of Science in Finance
  • Series 7, 63, and 66 Securities Licenses
  • Licensed in Life, Accident, and Health Insurance

Education

  • Walsh College: BBA - Bachelor of Business Administration - Graduated 1991
  • Walsh College: MSF - Master of Science in Finance - Graduated 1997

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2021-2024
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021-2024

Professional associations

  • Walsh College Alumni Association

Previous experience

  • Financial Advisor - Ameriprise Financial - Bologna and Du Charme Financial, 1992-2025

Interests

  • Spending time with family
  • Spending time with friends
  • Spending time at my up north home in Canadian Lakes
  • Boating
  • Golfing
  • Huge Sports Fan
  • Detroit Lions and Tigers Enthusiast