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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Enjoy spending time with family and friends
  • Activities include golf, softball and travel
  • Married to Stacy Just
  • Son, Jacob born in 2007

    • Areas of Focus

    • Retirement Planning Strategies
    • Family Finances
    • Saving for Education
    • Investments
    • Executive Compensation and Benefit Strategies
    • Retirement Income Strategies
    • Wealth Preservation Strategies
    • Estate Planning Strategies

    Experience

    Qualifications

    • CRPC®  Chartered Retirement Planning CounselorSM
    • CEP®  Certified Estate Planner
    View Definitions

    Education

    • Bachelor of Science in Finance from Minnesota State University

    Files for Download

    My Videos

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    My Photos Show Thumbnails

    My Family Jacob age 5

    Photo Albums

    Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.