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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.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

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Interests

In my spare time I enjoy playing with my kids, taking walks with my wife, finding time for a round of golf or trying to stay competitive in a game of softball. I also enjoy cooking and hosting backyard barbeques. I am happily married to my wife, Shannon. We have been married for 12 years and are the proud parents of 3 boys. Sam (9), David (6) and Martin (6).

Community Participation

Osseo-Maple Grove Basketball Association: Youth Boys Basketball Coach

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Charitable Giving

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Arts, St. John's University, 1992

Files for Download

My Videos

  • Active Diversified Portfolios®...

    These professionally managed portfolios feature an active investment approach that uses risk management, asset allocation and reallocation to help deliver consistent returns over time.

    (6:26)

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