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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • General Motors Institue (Kettering University), Bachelors of Industrial Administration, 1976
  • Western Michigan University, Masters of Science in Accountancy, 1978

Previous experience

  • Wells Fargo Advisors Financial Network, LLC, 2014-2017
  • Morgan Stanley, 2009-2014

Interests

1. Traveling

2. Boating

3. Growlers Baseball