My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • Cornerstone University, Grand Rapids Theological Seminary-Master's of Arts (2009)
  • Purdue University-B.S. Management and Finance (1989)

Professional associations

  • Purdue Alumni

Previous experience

  • Branch Manager at Ameriprise Financial, 2003-2009
  • Branch Manager at Wachovia Securities, LLC, 2003 - 2003
  • Branch Manager at Prudential Securities, 1998 - 2003
  • Financial Planner at Ameriprise Financial Services, Inc., 1990-1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Woodfield Community Center-Kentwood Michigan
  • Mentoring-Guiding Light Mission and Cook-Clause House

Interests

  • Bass Fishing
  • Camping with my family
  • Growing churches
  • International missions
  • Motorcycling

My photos

2 albums
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