My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Spending time with family, coaching football and baseball.

Community Participation

Coach Youth Baseball- Yorkville Youth Baseball Softball Association and Northern Illinois Reds Travel Baseball. Yorkville,IL

Coach Youth Football- Yorkville Youth Tackle Football. Yorkville, IL

www.yytf.org

www.yybsa.org

www.nireds.com

26
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2008, 2010, 2012, 2014
  • Five Star Wealth Manager, 2012-2018

Education

  • B.A. Business Administration, Taylor University, Upland, IN, 1989 - 1993
  • Diploma, Plano High School, 1985 - 1989

Previous Experience

  • Financial Advisor, H&R Block Financial Advisors, 1999 - 2008, Oakbrook Terrace, IL, 9 years
  • Financial Advisor, Olde Discount Stockbrokers, 1993 - 1999, Oakbrook Terrace, IL, 6 years

Files for Download

More

My Photos(3 photo albums)

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My Videos(9 videos)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Financial steps to take at any age
Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:36)

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Your retirement puzzle
Your retirement puzzle

Bring your retirement dreams to life, grow your money, and live the retirement you envision. (16:47)

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Plan for passions
Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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The value of lifetime income
The value of lifetime income

Watch this story about a woman who is living the retirement we all dream of, with the confidence and security from her RiverSource annuity. (3:58)

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Consider your chances
Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (4:00)

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Day in Life
Day in Life

You work hard for your money. It’s what pays the bills, supports you and your family and enables you to invest in your future. What if something happened and you couldn’t work? (2:53)

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