Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Employee Stock Options
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Business Retirement Plans
  • Domestic Partner Planning
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor, CRPC
  • RICP® Retirement Income Certified Professional®
  • CLTC® Certified Long Term Care®

Interests

  • Spending time with my family is my biggest joy.
  • My church and kids' schools are like additional families.
  • Other activites:reading, gardening, hunting, sports & 'fix up'.
  • I enjoy traveling around Michigan and to many other states.

Community participation

  • Various volunteer activities
  • Church finance board member, sub-committee team member/leader
  • Mission trips with youth groups to economically at-risk areas across the country to help repair, rebuild, restore
  • Habitat for Humanity member of household item salvage team