Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner, 2009
  • Certified Fund Specialist , 2003
  • Series 7
  • Series 63
  • Life, Accident and Health
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS Business Administration - Grand Valley State University - 2001
  • Major in Finance/Management
  • Minor in Advertising/Public Relations

Interests

  • I enjoy spending free time with my wife Shawn, our daughter Brooke, and son, Max.
  • Community involvement is very important; I participate and volunteer in several non-profit organizations and have been a Board member of many over the years.
  • I enjoy Northern Michigan weather including skiing, boating & golfing with my family. I also enjoy national basketball, football & baseball games

Community participation

YMCA

Petoskey Area Hockey Association

Petoskey Little League

Zion Lutheran Church

Petoskey, Alpena & Harbor Springs Chamber of Commerce

West Michigan’s Best and Brightest Companies to Work For®
Nominated for the Ameriprise Community Impact Award, 2016 Recipient of the 4th Quarter Volunteer Rewards Program, 2016

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Ameriprise Circle of Success, 2005-2021
  • Ameriprise Diamond Ring Club , 2017
  • "Protect. Grow. Give., RiverSource Life Insurance Company", The award is based on insurance sales for 2011-2013
  • OsborneKlein, Ameriprise Client Experience Award, 2021

Professional associations

  • Estate Planning Council of Northern Michigan, Member, Petoskey, MI
  • Petoskey Rotary Club, Member, Petoskey
  • Petoskey Regional Chamber of Commerce, Member, Petoskey, MI
  • Harbor Springs Regional Chamber of Commerce, Member, Harbor Springs, MI
  • Entrepreneur Club of Emmet County, Chairperson & Member, Petoskey, MI
  • Alpena Regional Chamber of Commerce, Member, Alpena,

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.