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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Interests

  • I am the captain of an Iowa 50's and over tennis team. We have been lucky enough to be competitive to win the Iowa championship and to be able to represent the state of Iowa at the Missouri Valley Sectional championships several times in the past 10 years.
  • My wife and I love to travel to Italy, especially Tuscany.
  • My wife and I love to go to UNI Panther football and basketball games as well as Gallagher-Bluedorn Performing Arts Center Artist Series events.

Community Participation

  • Former President, Exceptional Persons Foundation
  • Vice Chairman, Advisory Board, Gallagher-Bluedorn Performing Arts Center
  • Active Member, Nazareth Lutheran Church
  • Board Member, Western Home Services, Inc.
  • Member, Iowa District Tennis Committee
  • President's Club Member, University of Northern Iowa

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 1993 - Present
  • Ameriprise Chairman's Advisory Council, 2006 - 2008
  • Hall of Fame, 2008 - Present

Qualifications

  • CLU, Chartered Life Underwriter
  • CFP, Certified Financial Planner
  • ChFC, Chartered Financial Consultant
  • MDRT, Million Dollar Round Table
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Education

  • MA, Finance, University of Northern Iowa, Cedar Falls, IA
  • BA, Marketing, State College of Iowa, Cedar Falls, IA

My Videos

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