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 Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Licensed in Life and Health Insurance, Annuities
  • Series 7, 65, and 63 Securities License

Interests

  • Spending time with family and friends
  • Traveling to new places
  • Football fan
  • Wine enthusiast

Community participation

  • Volunteer organizer Red Cross Blood drive
  • Volunteer for the O'Leary foundation
  • Annual sponsor of the Southwest, MI Bonus Bucks Pantry
  • West Michigan’s Best and Brightest Companies to Work For®

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Ameriprise Circle of Success, 2006-2021
  • OsborneKlein, Ameriprise Client Experience Award, 2021
  • Ameriprise Diamond Ring Club, 2018
  • Premier Protection Award, RiverSource Life Insurance Company, 2013-2014

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.