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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Michigan State University BA Marketing, Business, Management, Marketing, and Related Support Services Sept 1980 - Dec 1985
  • Michigan State University - Eli Broad College of Business Bachelor of Arts - Business, Management, Marketing, and Related Support Services

Awards & recognition

  • TruVista Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Interests

I enjoy family travel and meeting new people and cultures. I like to sail and spend time on or near the water in my beautiful home state of Michigan. Golf is fun even though I never seem to improve my score.