My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

More...

Interests

My family and I love to travel! We enjoy drives along the North Shore, or the tranquility of the Caribbean sea. Each year we take the kids to a fun place; last year Disney World and this year Estes Park, Colorado. My wife and I enjoy biking through southern Minnesota. I believe in giving back to the communities in which I live. I volunteer at my sons’ school and support the St. Paul Children’s Hospital. When I’m not attending a soccer or basketball game, I can usually be found on my deck reading a book. If I’m really feeling patient, you might find me out chasing the little white ball around (golf!). Life is great.

Community Participation

  • Involved with activities at Turtle Lake Elementary School

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Experience

19
100 View scores
 
 
 

Awards & Recognition

  • Ameriprise Circle of Success, 2009
  • FIVE STAR Wealth Manager1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • FINRA Series 7, 63, ,65, 66
  • Life & Health Insurance
View Definitions

Education

  • Purdue University BA, Economics
  • London School of Economics and Political Science General Course, Economics

My Videos

  • Helping clients since 1995

    Whether you are building towards your retirement or already retired, find out how I can help you feel more confident in your future.

    (1:47)

More...

My PhotosShow Thumbnails

Children's Hospital Association Fundraiser

Photo Albums

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.