Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

  • Bachelor's in Finance, Michigan State University, 1997 - 2001

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021, 2024
  • Ameriprise Client Experience Award, 2023

Professional associations

  • Michigan State University Alumni

Community participation

Volunteering with the Ronald McDonald House

Interests

Spending time with my family.

Teaching my daughters (Peyton & Aubrey) how to perfect their gymnastics skills.

Following the Green Bay Packers (Go Pack Go) and Michigan State University athletics (Go Green)

Wannabe restaurant critic

Golf

My photos

4 albums
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