Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65, Life & Health
  • BS Finance - Central Michigan University 1995
  • Masters in Business Administration - Wayne State University 2001
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • Silver Elite Advisor 2005, 2006
  • I have been helping people reach their goals since 1995.

Education

  • Wayne State University, Detroit MI
  • Central Michigan University, Mt Pleasant, MI

Interests

I enjoy running 3-5 days per week a 5K locally in my neighborhood.

I recently retired my golf game to spend more time with my three children and their sports activity's.

Lastly, I am into fishing once per week in the summer for bass.

Community participation

National Day of Service November 15, 2013 at Gleaners Community Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2011

Professional associations

  • Central Michigan University
  • Wayne State University Alumni