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.

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11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies

Education

  • Master of Business Administration - Michigan State University 1995
  • Bachelor of Arts, Accounting - Michigan State University 1995

Awards & recognition

  • HS&C Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • HS&C Wealth Management, Ameriprise Client Experience Award, 2023

Professional associations

  • Michigan Association of CPA's

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, HS&C Wealth Management has been named to the 2025 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.

Community participation

  • Boy Scout Troop & Crew 2 - Committee Member & Camping Coordinator
  • Cub Scout Pack 82 - Assistant Cubmaster
  • Tecumseh River Neighborhood Association - Treasurer