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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

  • Spending time with my wife and family
  • Mountain Biking and Road Biking
  • Camping and Hiking
  • Downhill Skiing

Community Participation

Serve meals to the less fortunate on a regular basis at Sharing and Caring Hands

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Education Planning
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Small Business
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005- 2012
  • NABCAP Premier Advisor Award1, 2010-2012

Qualifications

  • RFC® Registered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CFS®  Certified Fund Specialist
View Definitions

Education

  • MBA, Cardinal Stritch University
  • Bachelor of Science, Finance and Minor, Economics- Minnesota State Univeristy

My Photos Show Thumbnails

Cheeley Family: Mark and Hilary with Kindra and Grey

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.