Our Wealth Management Team

I began managing personal and corporate investments in 2000 at Ameriprise. After 3 years, I opened up my own practice and continue to work with my clients all over the country seeking to provide them with the best service possible.  I earned my CFP® certification in 2010. I also earned my ChFC® certification in 2019. Other accomplishments include serving in the United States Marine Corps, Graduating from Western Michigan University with a bachelor’s degree in Finance and Economics. I have been married since 1996 and have 2 children, Alexis and Logan. Alexis attends the University of Florida and Logan is currently pursuing his pilots license.  I am an avid golfer, enjoy working out and spending time with my family.