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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

  • Eastern Michigan University, B.S. Economics, 1998

Awards & recognition

  • Bison Financial Group, Ameriprise Client Experience Award, 2022

Previous experience

  • Wells Fargo Advisors Financial Network, LLC, 2017-2017
  • LPL Financial LLC, 2009-2017

Community participation

1. United States Coast Guard Axiliary

Interests

1. United States Coast Guard Auxiliary

2. Golf

3. Pilot