About My Practice
Helping you achieve lifelong financial well-being is the primary focus of StanCorp Investment Advisers, Inc. We have a fiduciary duty to act in your best interest and adhere to a prudent, unbiased approach to managing your money. Our asset management process starts with learning about you and your goals. We will recommend a portfolio structure that invests your assets according to your specific time frame. We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
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 appropriate solutions for their needs.
In addition to being a CFP®, I hold the Accredited Asset Management Specialist? 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 Michigan and completed graduate studies at Eastern Michigan University.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - AAMS
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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