Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
  • Saving for Education
  • Domestic Partner Planning
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts- The University of Michigan Flint 1981

Awards & recognition

  • Protect.Grow.Give.®Riversource Life Insurance Company, 2012, 2013
  • Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2022

Professional associations

  • University of Michigan Flint Alumni Association

Community participation

Charter member West Michigan Inforum

Interests

  • Spending time with granddaughter Mia.
  • I play several musical instruments including saxophone, bass guitar and percussion, play golf, and play basketball.
  • I enjoy attending concerts, plays, and musicals. I have attended over 1500 concerts and played in over 350 concerts.
  • Lastly but not least, I really love to write music.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.