I strive to approach each relationship with an emphasis on the client. As a financial advisor, there is nothing more fulfilling than helping others reach their financial goals. The individualized strategies set to achieve these goals are closely monitored and adjusted as needed. There is never a moment when the client's needs and wishes do not come first.

Being an active participant in the community is fundamental to me. I have served as the Dowagiac Rotary Club branch president from 2017-2019 (Paul Harris Fellow 2018). I am an ambassador for the Dowagiac Chamber of Commerce as well as a member of the Ascension Borgess-Lee Hospital Foundation board. I actively volunteer for Dowagiac Moose Lodge #933, Dowagiac Elks Club #889, the Miss Dowagiac Pageant and the Dowagiac Area History Museum.

You can also find me on a regular basis volunteering at ACTION Ministries food pantry on Saturdays and mobile food pantries throughout Cass County during most weeks. On Friday afternoons in the school year, I volunteer as a "Reading Buddy" at Justus Gage Elementary School through Big Brothers Big Sisters.

Making our wonderful community just a little better motivates me every day. If I can help your situation in any way, you will always get my best effort.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Social Responsibility
  • Music
  • Traveling
  • Real Estate

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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