Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
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
  • Investments
  • Insurance
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Qualifications

  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • Bachelor of Science in Business, Ferris State University

Awards & recognition

  • The Lackowski Hanson Long Group, Ameriprise Client Experience Award, 2020 - 2023
  • Huron Daily Tribune 20 under 40, 2022

Community participation

  • Member of the Ubly Heights men's golf league
  • Secretary of the Ubly Heights men's golf league (2005-2016)
  • Member of the Caro Moose Lodge 1049 (2012-present)
  • Trustee of the Caro Moose Lodge 1049 (2012-2013)
  • Member of the Planetary Society (2018-present) www.planetary.org

Interests

  • I like to golf with my family whenever I get the chance.
  • In the summer I am in a golf league on Tuesday nights at Ubly Heights.
  • In the winter months I enjoy game nights with friends and family.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.