Advisor profile


My approach

As a private wealth advisor with Ameriprise Financial, I have helped clients best prepare for an uncertain future for 37 years. I believe that financial planning is not a single event, but an ongoing process that relies on continued analysis and review in order to help accommodate changes in clients’ financial needs and the market. Ameriprise has been putting clients first for more than 120 years1, and I take that message to work with me every day.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MSFS Master of Science in Financial Services
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • B.A., Philosophy/Government, Georgetown University, 1975
  • M.S., Financial Services, American College, 2007

Interests

I live and work with the love of my life, Anne, and together we have two creative and successful daughters. We have lived in Holland, Mich. for over 35 years, during which we have developed a love and respect for our community. We are both active members of Century Club of Holland.

As an avid sailor and sailboat racer, living in Holland provides me with access to one of Michigan’s greatest assets – the lake. I truly believe that time on the water with friends and family nourishes relationships, and I am committed to introducing and sharing these benefits with members of the community.

Community participation

Board Member, Macatawa Bay Junior Association

Board Member, Vatican Observatory Foundation

Past Commodore, Macatawa Bay Yacht Club

Former Senior Warden, Grace Episcopal Church, Holland, MI

Former Board Member, Holland Hospital, Holland, MI

Awards & recognition

  • Ameriprise Circle of Success, 2000 -2018
  • Ameriprise Diamond Ring Club, 2006