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
  • Investments
  • Insurance
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Grand Valley State University - Bachelors Degree 1992
  • St. Clair County Community College - 1987-1989

Interests

I enjoy reading, boating and spending time with family and friends

Community participation

National Day of Service for Ministry With Community and The Kalamazoo Deacon Conference

Previous experience

  • Banking and Customer Service Manager, 2007-2014 @ Fifth Third Bank