Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CMFC® Chartered Mutual Fund Counselor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Alma College, BS, Business Administration, BA, English 1992

Interests

  • I enjoy spending time with my wife and three children.

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2013-2021
  • Graybill Financial Group, Ameriprise Client Experience Award, 2021

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service

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.