Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®

Education

  • Michigan State University, B.A. Business Administration

Interests

I enjoy coaching Little League Baseball and JV football. I also enjoy boating, fishing and traveling with my family and friends.

Community participation

Rochester Hills Little League Baseball Coach/Manager

JV Football Coach

Awards & recognition

  • Ameriprise Circle of Success, 2009-2014
  • Five Star Wealth Manager, 2014, 2016, 2017
  • Ameriprise Diamond Ring Club, 2013

Previous experience

  • Financial Advisor, H&R Block Finanical Advisors Inc., Troy, MI, 2005 to 2009
  • Financial Advisor, H&R Block Financial Advisors Inc., Detroit, MI, 1993 to 2005