Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Intergenerational Planning

Interests

Enjoying my family (my wife Vickie, daughter's Rachel, Cherith, son Jared, their spouses and our eight grandchildren) continues to be one of my greatest joys. There's nothing like a backyard barbecue or family gathering where we can catch up on all that's going on in our lives. Although not an avid hunting, fishing or sports fan, my children and their spouses keep me laughing with fun stories of their involvement in these activity's which bring me lots of enjoyment. Additionally Vickie and I have enjoyed trips across our country to see the greatness of what God has created and to visit family and friends along the way. More trips are ongoing.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.