Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Life, Accident & Health
  • Series 63
  • Series 66
  • Series 7

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021

Community participation

Little Traverse Conservancy

Great Lakes Chamber Orchestra

Char-Em United Way

Petoskey Noon Rotary

MANNA Food Project

Little Traverse Humane Society

STRIVE

West Michigan’s Best and Brightest Companies to Work For®

Interests

Spending time with friends and family

Snowboarding, hiking, fishing, music and travel