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
28
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
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BBA, Bachelor of Business Administration - Major Finance
  • Eastern Michigan University, Ypsilanti MI 48197

Awards & recognition

  • Five Star Wealth Manager, Awarded 2014-2025
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • United States Army Reserves, Corporal, 1992 - 1998

Honored to receive recognition

I’m honored to announce I’ve received a 2025 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Interests

  • Spending quality time with my wife and son.
  • Enjoy golfing in my spare time.
  • Traveling - My wife and I frequently visit Florida with our son; enjoy cruises as well.
  • Attending sporting events - Life fan of the Detroit Lions, Red Wings, and Michigan Football.
  • Festivals, local events, BBQs, and long evening walks
  • Healthier Eating and Fitness
  • Coaching Youth Sports

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.