About My Practice
StanCorp Investment Advisers, Inc. is a fee-only firm, which means we are paid only by our clients. Established in 2000, the firm is a registered investment advisor that provides objective financial planning and investment management strategies.
Experience
Philosophy
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I strive to develop a deep understanding of you, your goals and needs so that I can build a personalized plan designed to ensure your financial well-being.
My Background
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I am a Certified Financial Planner® professional with more than 25 years in financial services, with an emphasis on technical analysis, investment management and retirement planning services. Prior to joining StanCorp Investment Advisers, I spent 14 years with TIAA-CREF as a personal financial consultant and a wealth management advisor to university retirement plan participants. I am experienced with 403(b) plans for universities, hospitals and nonprofit organizations. With my background in a broad range of financial disciplines, I am able to help affluent investors find the most appropriate solutions for their needs.
In addition to being a CFP®, I hold the Accredited Asset Management SpecialistSM designation and the Series 65 securities license. I am a member (and former board member) of the Financial Planning Association of Michigan and of the Washtenaw County Estate Planning Council. I have a Bachelor of Science degree from the University of
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - AAMS
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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