Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • Chartered Financial Consultant

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Circle of Success, 2004-2022

Community participation

Detroit Institute of Arts: Society of Associates

Detroit Institute of Arts: Board Member of European Paintings Council

Detroit Institute of Arts: Auxiliary Member of the Visiting Committee for European Sculpture and Decorative Arts (VCESDA)

Detroit Symphony Orchestra: Gabrilowitsch Society

Detroit Zoological Society: Renaissance Circle

The Henry Ford: Carver-Carson Charter Member

Detroit Athletic Club Member

Detroit River Conservancy


  • I have been a resident of Pleasant Ridge for over 17 years.
  • I particularly enjoy travel, especially to Italy and France.
  • I also enjoy gardening, fine food & wine, and working out.
  • I am involved with several local charities & organizations.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.