Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, General Securities Representative Exam
  • Series 11, Assistant Representative, Order Processing Qualification Exam
  • Series 66, Uniform Combined State Law Exam
  • Series 63, Uniform Securities Agent State Law Exam
  • Life Insurance Exam 6/21/1995
  • Accident & Health Insurance Exam 3/13/2002
  • Variable Annuities Exam 4/4/2008

Interests

  • Camping & Boating with my family
  • Walking my two dogs
  • University of Michigan sports, GO BLUE!
  • Love to get lost in a good book
  • Detroit Red Wings fan

Community participation

1. Junior Achievement volunteer
2. Altar server and usher at St. Vincent DePaul Catholic Church
3. Parish Council Secretary St. Vincent DePaul Catholic Church

Professional associations

  • Bay City Chamber of Commerce

Previous experience

  • Financial Advisor, Huntington Bank, 1985-2017, Saginaw, MI, 32