I started my career with Edward Jones in Traverse City and moved to Elk Rapids when that office became available in 2012.

I am a member of Rotary, am on the board of Paddle Antrim and am currently president of the Elk Rapids Chamber of Commerce.

I received my AAMS® designation in August 2013. The College for Financial Planning awards AAMS designations to individuals who successfully complete a 23-module professional education program, pass a final exam, commit to its code of ethics and agree to pursue continuing education.

I also received my CFP® certification in August 2019. The Certified Financial Planner Board of Standards Inc. award CFP certifications to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Boards code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

There are three things that I strive to provide my clients throughout our time working together:
A clear explanation of the investments I recommend
Timely updates on market conditions and volatility
A transparent explanation of costs

Give us a call or stop by the branch. We look forward to seeing you and would consider it a privilege to help you build personalized strategies to help you reach your goals. Let us show you how we can make a difference.

Focus areas

  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Mailing Address

P.O. Box 516 Elk Rapids, MI 49629

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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