Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance
  • Charitable Giving
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Michigan State University; Eli Broad Business School - 1993

Interests

  • Family Time - Spending Quality Time with my Wife and Four Children - Most Important of All!
  • Learning and Growing Intellectually - Never stop learning new things has always been a part of my life
  • Jogging, Exercising, and (usually) Eating a Well Balanced Diet - Physical Health is important to me and my family
  • Family Cottage with over 60 family members involved – Boating, Camping, RVing, Bonfires…..
  • Traveling - Exploring New Places is Invigorating

Community participation

  • Susan G. Komen Race for the Cure
  • Forgotten Harvest
  • American Diabetes Association
  • Volunteer for Susan G. Komen 3-Day

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015
  • Ameriprise Circle of Success, 2002, 2003, 2006, 2009-2021
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success Diamond Ring, 2019

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.