Professional Experience
2001 - July 2015, Financial Advisor,
Ameriprise Financial Services, Inc., Livonia, MI
Education
Bachelor, 1999, Psychology, Economics, Spanish
Michigan State Univeristy, East Lansing, MI
Awards and Recognition
NESA, Eagle Scout, 1993
Michigan State University, Fluent in Spanish, 1999
Approach
Whether it's a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to create a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve their retirement goals.
Areas of Focus
Retirement Income Strategies
Tax Planning Strategies
Estate Planning Strategies
My Clients
You have dreams and goals and we'll work together to help put them more within reach. As an advisor living and working in your community, I'm available to work with you in a way that meets your needs. I gain tremendous satisfaction in helping people in my community plan their financial futures.
I also work closely with:
Professionals
Retirees
Women Business Owners
About Me
Community Participation
Fallen and Wounded Soldiers Fund
American Humane Society
Seedlings Braile Books for Children
Boy Scouts of America
Interest
Outdoor Sports
Golf
Time spent with family and friends
Volunteering
Making people money
Personal/Family Information
Recently, my loving wife Karen, energetic dog Dexter and I bought our dream home in Salem, MI. We look forward to building our careers and our lives in Metro Detroit.