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
19
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Small Business
  • Estate Planning Strategies

Education

  • Bachelor in Business Administration and Management - Alpena Community College

Awards & recognition

  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021-2023
  • OsborneKlein, Ameriprise Client Experience Award, 2023

Previous experience

  • Director - Investments at Oppenheimer & Co. Inc., 2016 to 2023
  • Financial Advisor at First Federal of Nothern Michigan/Infinex Investments Inc., 2014 to 2016
  • C.A.R.E. Bank Investment Program Trainer at Infinex Investments, Inc., 2013 to 2014
  • Financial Advisor at Bank of Alpena/Infinex Investments, Inc., 2007 to 2014
  • Financial Paraplanner at Independent Financial Planning Firm, 1986 to 2006

My Transition to Ameriprise

Click HERE to view a quick video about my transition to OsborneKlein of Ameriprise Financial.