Advisor profile


Living in Alignment

Reflecting on one’s values and living in alignment with them isn’t always easy. Taking the time to carefully consider what is most important creates a road map for becoming the best version of ourselves and making better decisions for our futures. Each of our team members has identified our “top five values” that are most important to us. Earlier this year, our team decided to start having values discussions with our clients. We believe knowing what matters the most to clients puts us in a better position to connect those values to their financial goals.

My top five values:

1. Family

2. Helping others

3. Faith

4. Diversity

5. Integrity

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®

Education

  • B.B.A. Finance, Western Michigan University, Kalamazoo, MI 1993

Awards & recognition

  • Ameriprise Circle of Success, 2014-2024
  • The Avalune Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025
  • The Avalune Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025

Community participation

The Avalune Group - Community participation photo
  • Community Action House Board Member (2025-present)
  • Community Action House Annual Thanksgiving turkey dinner giveaway (2012-present)
  • Community Action House Finance Committee (2022-present)
  • Adopt-A- Highway Volunteer, Holland, MI (1998-present)

Interests

I am happily married to my wife, Robyn, for over 25 years. We live in Holland, and are passionate about the community. I'm an avid volunteer with Adopt-A-Highway and Community Action House as well as a board member. I enjoy basketball and love bicycling long distances and challenging routes. Robyn and I Letterbox together; my nickname is "Spy D."

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.