My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

I enjoy spending time with my children, Brianne and Jonathan and my wife, Lorna. We enjoy traveling, including an annual trip to a Christian dude ranch in Gunnison, CO. My hobbies include hunting, fishing and spending time at my cabin in NE Iowa.

Community Participation

Sartori Hospital Foundation Board Member

Past Member of Foundation Board for YWCA

Past Chairman of Board for Finchford Community Bible Church

Areas of Focus

  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Experience

27
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Awards & Recognition

  • Ameriprise Circle of Success, 2001-2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.