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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Qualifications

  • Series 4, 7, 8, 24, 63 and 65 Securities Licensed
  • Life & Health License, State of Michigan

Education

  • University of Michigan, Ann Arbor

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

 - Community participation photo

Participated in our Annual National Day of Service at Forgotten Harvest and Gleaners

Interests

Spending time with family

Cycling

Golf

Skiing

Enjoying a nice evening out with Friends and Family