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
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
3
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, and variable products
  • Series 7 and 66 Securities License

Interests

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

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...

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