Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management


  • Series 7
  • Series 63
  • Series 65


  • Bachelors of Science, Business Administration, Western Michigan University, 1991
  • Masters in Business Adminstration in Finance, Western Michigan University, 2004

Awards & recognition

  • Ameriprise Circle of Success, 2018-2021
  • Ameriprise Client Experience Award, 2022
  • Ameriprise Digital Excellence Award , 2023

Professional associations

  • Western Michigan University Alumni

Community participation

I am highly involved in the Michigan Make A Wish Foundation.

Annually, I participate in the Wish-A-Mile 300 mile ride.

I am on the board of the Walk Tall Foundation for Kids, Inc.


Anything my kids are involved in.

We have twin 20 year old boys, Mark and Jared and a 19 year old daughter, Anna.

I participate in competitive mountain biking and gravel road racing.

I am highly involved in the Michigan Make A Wish Foundation and annually participate in the Wish-A-Mile 300 mile ride.

I really enjoy Triathlons and playing golf.