Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • CLTC® Certified Long Term Care
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • B.A., 1985, St. Cloud State University, St. Cloud, MN

Awards & recognition

  • Proviant Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2002 to 2022
  • Ameriprise Diamond Ring Club, 2010

Professional associations

  • Financial Planning Association

Our Name

Proviant is a combination of the words “proactive” and “viante”.

Pro(active):

We take a passionate, proactive stance on planning as a means to help you prepare for your future. We believe it is the only way to be fully prepared, so there can be fewer surprises in the end.

Viant(e):

“Viante”, from the word “via”, means traveling through in route to a destination. The destination at hand here is your financial future. As your financial advisors, we will guide you in your journey to reaching your financial goals.

Community participation

Board Member, Morgan Family Foundation

Member, Central Minnesota Community Foundation Programs Committee

Member, Central Minnesota Community Foundation Investment Committee

Member, SCSU Foundation Board of Trustees

Member, St. Cloud Area Sertoma Club

Member, Stearns History Museum & Research Center Development Committee

Past President, District 742 Local Education & Activities Foundation (LEAF) Board of Directors

Interests

  • My hobbies include travel, golf, boating and scuba diving.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.