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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • Licensed in Life and Health Insurance, and variable products
  • Series 7 and 66 Securities License

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021

Previous experience

  • Business Development Manager, OsborneKlein - Ameriprise Financial, 2015 - 2020
  • Brand Manager, Mackinaw Trail Winery, 2012 - 2015
  • Store Manager, Kay Jewelers, 2008 - 2012

Community participation

2020 Petoskey Regional Chamber of Commerce Community Enthusiast

2017 Petoskey Regional Chamber of Commerce Ambassador of the Year

I became involved in my local community because I believe that everyone should have an opportunity to prosper and live out their dreams.... No matter their financial status. The organizations I am involved with include...

Interests

  • Spending time with family
  • Community Participation
  • Sports
  • Guitar
  • Drums
  • Live Music
  • Camping
  • Hiking
  • Digital Entertainment