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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelor of Science Degree in Business Administration
  • Series 63
  • Series 7
  • Life, Accident and Health
  • Certified Fund Specialist , 2003
  • Chartered Retirement Planning CounselorSM, 2008
  • CERTIFIED FINANCIAL PLANNER™ practitioner, 2009

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 Marie, our daughter Brooke Lane, and son, Maxwell Henry.
  • 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

Char-Em United Way

Petoskey Area Hockey Association

Petoskey Little League

Zion Lutheran Church

MANNA Food Project

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, 2020
  • Ameriprise Circle of Success, 2002-2014 and 2016-2018
  • Ameriprise Diamond Ring Club , 2017
  • "Protect. Grow. Give., RiverSource Life Insurance Company", The award is based on insurance sales for 2011-2013
  • Ameriprise Mercury Award, 2002

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,