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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Education

  • Central Michigan University, BSBA 1997

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Smith & Associates, Ameriprise Client Experience Award, 2022-2023

Interests

I enjoy spending time with my family and friends as well as relaxing with a good book.

I have a passion for running and have recently been bitten by the triathlon bug. I have completed four full marathons, multiple half marathons, as well as two Olympic triathlons and one 70.3 half Ironman triathlon. Racing keeps me motivated to stay active and healthy.

My photos

5 albums
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