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
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • The Grassman Stern Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Financial Top Achiever Award, 2011
  • Ameriprise Client Experience Award, 2022-2023

Previous experience

  • J. Shapiro Co, 1972-1973
  • Midwest Discount Securities, 1973-1975
  • Van Clemens & Co Incoporated, 1975-1991
  • Miller Johnson Steichen Kinnard, Inc, 1992-2002
  • Van Clemens & Co Incorporated, 2002-2007

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, The Grassman Stern Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Interests

  • Family
  • Antique cars
  • Coin collecting
  • Genealogy