Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 52, 63, and 65 Licensed
  • Accident and Health, Life Insurance, and Variable Annuties Licensed

Education

  • University of Michigan - BSA in Accounting & Finance

Interests

  • Summers at Burt Lake
  • Spending time with family and friends
  • Running, mountain biking, and traveling

Community participation

  • Volunteer Gleaners Community Food Bank
  • Support Burt Lake Preservation Association
  • Run the Susan G. Komen 5K Race for the Cure
  • Support Children's Leukemia Foundation of Michigan
  • Member of the University of Michigan Alumni Association

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015 and 2016
  • Ameriprise Circle of Success, 2015 and 2016

Professional associations

  • University of Michigan Alumni Association

Previous experience

  • Financial Advisor at OLDE Discount Brokerage, 1995-2001
  • Financial Advisor at H&R Block, 2001-2008