Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about or save for the future, I can help you plan for your goals.

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Domestic Partner Planning
37
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
  • CKA® Certified Kingdom Advisor®

Education

  • 1980 B.B.A., CUM LAUDE - Operations Research and Information Systems
  • Eastern Michigan University

Interests

I'm very interested in getting to know each client personally and to hear what's important to them. I spend most of my free time with family and friends especially my children and grandchildren who live nearby. I enjoy the outdoors and like to golf, go camping, hiking and bike riding. With the world rapidly changing, I consider myself a lifetime student of business and finance. I also enjoy attending local fairs, festivals, and live theater performances. God is the focal point in my life and I study his word daily.

Awards & recognition

  • Ameriprise Hall of Fame, 2003
  • Ameriprise Circle of Success, 1995-2021
  • Ameriprise Diamond Ring Club, 1998
  • Ameriprise Chairman's Advisory Council, 1994-2010

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.