Advisor profile


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  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BBA, Finance, Western Michigan University, Kalamazoo, MI

Interests

I believe in the importance of living a balanced life around those things you value most. In my case, I value spending quality time with my family and friends, my health, activities to help recharge my batteries and spending time to grow in faith.

Interests that support this include:

  • Spectating my 3 daughters' extracurricular activities
  • Family vacations
  • Triathlon events and training (Swimming, biking and running). Completed my first Ironman in September of 2012 in Madison, WI
  • Camping, bonfires and cooking on the grill
  • Golfing

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2014
  • Ameriprise Circle of Success, 2014, 2016 - 2021

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.