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

  • Retirement Planning Strategies
  • Investment Management
  • Investments
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, General Securities Representative Examination
  • Series 9 & 10, General Securities Sales Supervisor
  • Series 66, Uniform Combined State Law Examination

Education

  • Central Michigan University, Bachelor of Science, Business Administration, 1998-2002

Interests

Central Michigan University - Alumni

Community participation

Our office volunteers at the Food Bank of Eastern Michigan, packing food for those in need.

Previous experience

  • Senior Financial Advisor, Vice President, Merrill Lynch, Grand Blanc MI, 2009-2019
  • 2nd Vice President/Wealth Management, Smith Barney, Flint MI, 2004-2009

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.