Advisor profile


My approach

You don't have to sacrifice your Christian values to plan for your financial goals. As a Christian financial advisor, I offer financial planning and advice that aligns with your deeply held beliefs, so you can be a faithful steward of the resources entrusted to you.

Areas of focus

  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • Michigan State University 1977-1981. Bachelor of Arts Degree

Interests

  • My wife and I love to travel
  • My hobbies include golfing and reading
  • Hiking with my hounds in the open space
  • I have a passion for sports and grilled food!

Community participation

Facilatator for several financial stewardship classes at CCV and Sagebrush church

Certified Kingdom Advisor

Awards & recognition

  • Ameriprise Circle of Success, 2007-2014

Professional associations