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 Income Strategies
  • Investments
  • Cash Flow Management Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Science: Surveying Engineering, Ferris State University, Big Rapids, MI

Interests

My wife and I have two dogs which are a constant source of entertainment and happiness. We enjoy playing golf throughout the summer--I play a little more than she does; we also like to camp and be on the water as much as possible. During the snowy months we snowmobile and snowboard to keep busy--the winters can be long and cold in the UP! Most of all we enjoy doing these activities with family and friends.

Community participation

  • Kiwanis Club of Iron Mountain-Kingsford
  • Member of local Chamber of Commerce
  • Salvation Army Red Kettle Campaign