Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Military Financial Advisor
  • Tax Planning Strategies

Awards & recognition

  • TruVista Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024,2025, 2026

Community participation

2011-2025 - Food Drive to support the Food Bank of South-Central Michigan, a member of Feeding America, Richland, Mich.

2015 - National Day of Service, Volunteered at Gleaner's Food Bank, Warren, Mich.

2021 - Volunteered at Forgotten Harvest, Royal Oak, Mich.

2025- Oxford Junior Wildcats Coach and Diamond Sponsor, Oxford, Mich

2025-2026- Adams High School Theater- Rochester Hills, Mich

2026- Rochester Christian University Baseball Sponsor, Rochester Hills, Mich

Other Commitments/ Organizations Involved with:

Oakland University

Michigan Flight Museum

Richland Area Community Center

Richland 4th of July Parade

Gull Lake Community Schools

Our photos

3 albums
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