Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
38
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®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Wayne State University - Detroit, MI | BS: Education

Interests

I like being outdoors whether it be biking, walking my dog, fishing, golfing, scuba diving or going to a baseball game. Also, I play basketball a few times a week at the Troy Community Center. Lastly, I enjoy traveling and I have been fortunate enough to have been to some unique places around the world.

Community participation

I actively support our community recreational programs as well as several local and national philanthropic organizations including:

- American Cancer Society: I have organized fundraising events since 2008

- Special Olympics: I have organized fundraising events since 2003

- Volunteer Basketball Coach with the Troy Parks & Recreation, the Troy Community Center & Joe Dumar's Fieldhouse since 2002

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 1987 - 2016, 2020
  • Ameriprise Circle of Success, 2008 - 2021
  • Ameriprise Diamond Ring Club, 1993
  • Ameriprise Hall of Fame Inductee, 1998

Professional associations

  • Certified Financial Planner Board

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.