My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Family - married, 2 children.
  • Church activities.
  • Community service - community and masonic organizations.
  • Fitness - aerobics and strength training.
  • Music - in my previous career I toured internationally as a classical solist.
  • Books - fiction, non-fiction, current events. Reading has been a passion since 3rd grade.
  • Travel.

Community Participation

  • Member, Oakwood United Methodist Church
  • Charity Lodge #98, Ancient, Free and Accepted Masons
  • New Ulm Area Shrine Club - Secretary/Treasurer

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Experience

13
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Qualifications

  • ChFC®  Chartered Financial Consultant
  • Series 7, General Securities Representative
  • Series 66, Registered Investment Advisor
  • Life & Health Insurance
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Education

  • B.F.A., University of Minnesota, 1978

Professional Associations

  • Buiness Action Team, New Ulm Chamber of Commerce
  • Member - New Ulm Chamber of Commerce

My Videos

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