Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65 Securities Licensed
  • Life, and Variable Annuity Licensed

Education

  • Bachelor of Arts Degree in Finance from Michigan State University

Interests

Like many of us I love food and cooking. My wife is a talented interior designer and part of her creativity comes into the kitchen. We love to create new dishes and anticipate how different ingredients come together in a meal. We also love to entertain friends and family.

Another area that gives me incredible joy is my grandchildren. As a father of two boys, we are blessed to have 2 granddaughters now and love the ability to spoil them and give them back. Friends told us that having grandchildren was even better than having kids, and they were right. On October 4, 2015 we were blessed with our third--this one a boy. More fun ahead!

Community participation

  • National Day Of Service
  • Gleaners Food Bank in Oakland County

Professional associations

  • Michigan State University Alumni

Previous experience

  • Executive Director at Oppenheimer & Co. Inc., 2007-2014
  • Executive Vice President at Ferris Baker Watts, 2002-2007
  • Vice President at Merrill Lynch, 1990-2002