Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Insurance
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65 Securities Licensed
  • Life, Accident and Health Insurance License

Education

  • Grand Valley State University, B.A. in Finance

Interests

I enjoy spending time with my two children. We spend a lot of time sking during the winter months and enjoy boating, waterskiing, and fishing during the summer. I am the coach for my daughter's soccer team during the spring and fall soccer seasons. I attended culinary school before business school and enjoy entertaining and cooking for friends, family and neighbors.

Community participation

I volunteer at both of my kids local schools.

I previously served on the board of The Julian B. Boivin Courage for Cures Foundation. This charity raised money for DIPG and pediatric brain tumor awareness and research. Courage for Cures was dissolved in 2019 when they joined forces with another foundation.

Professional associations

  • Grand Valley State University Alumni