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.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 License
  • Series 66 License
  • Series 24 License

Education

  • •BS Bachelor of Science , Western Michigan University

Community participation

Co-Chair for Touchdown for Diabetes

Interests

  • Water skiing
  • Snow skiing
  • Travel
  • Little League, Kingdome Soccer and Rocket Football (watching my boys Jackson and Jacob )
  • Dance Zone (my daughter Anna would wear her tap shoes 24/7 if allowed)
  • Vice Chair of Touchdown for Diabetes (The major fundraiser for the Borgess Diabetic Clinic)
  • Grilling for family and friends (I can hold my own on a Weber !)