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
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance
  • Charitable Giving
26
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

* My wonderful wife Trina and our 4 boys;

Elliot Rand (9/1989)

Nolen Michael (5/2007)

Ledger Croix (11/2008)

Willem Frazier (2/2011)

* Our local Christian Church

* Many outside activities including; the family cottage, boating, triathlons, team adventure races, family fun runs and Tae Kwon Do

* Many inside activities including; reading (mostly "trade" books/journals), board games (mostly Chess, Life, Risk and Candy Land :-)), cards (mostly Euchre, Pinnochle & Cribbage) and coin collecting

* MSU & U of M Alumni activities

* Spending time with my folks who are awesome parents, grandparents and friends

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, 2010, 2013, 2015, 2017-2020
  • Ameriprise Circle of Success, 1999 - 2019