My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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17
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 Strategies

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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