Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Small Business
  • Estate Planning Strategies
22
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
  • RICP® Retirement Income Certified Professional®

Education

  • Western Michigan University - BBA Finance

Interests

  • I have been happily married to my wife Colette for 8 years
  • We have a 6 year old daughter Natia, and a 4 year old son Dominic
  • Physical fitness and a healthy lifestyle are important to me and my family
  • I am an avid sportsman who enjoys hunting and fishing
  • In my free time I enjoy playing guitar and gardening with my family

Community participation

  • Boys and Girls Club (Kalamazoo, MI )
  • St. Monica's Church and school (Kalamazoo, MI)
  • Mattawan Shooting Team (Mattawan, MI)
  • Ameriprise, Inc. Feed the Hungry Effort

Awards & recognition

  • Ameriprise Circle of Success, 2011

Professional associations

  • Financial Planning Association

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.