My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Community Participation

With my wife, I helped start and run a middle school for children with learning disabilities. The Einstein Learning Center helps students with ADD, ADHD, and slight Autism. Our purpose is to help these students prepare for a positive high school experience.

Areas of Focus

  • Retirement Planning Strategies
  • Small Business

Experience

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Senior Financial Advisor
  • Master of Business Administration
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Professional Associations

  • National Association of Insurance and Financial Advisors