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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

Children's activities: ice skating, cross-country, baseball, basketball, football, piano

Family activities: horses, boating, fishing, downhill skiing

Personal activities: pheasant hunting, golf, coffee club

Community Participation

St. James Methodist Church - Current Finance Committee Member

Children's Sports Teams - Past Coaching Assistant

Community Blood Center, Inc. - Current Donor

Big Brother/Big Sister Organization - Past Child Sponsor

University of Wisconsin Stout - College Fraternity - Past President

Broken Wheel Horse Riding Club - Past President

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Education Planning
  • Estate Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Bachelor of Science Degree
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Education

  • B.S. Industrial Technology Manufacturing Engineering, University of WI
  • Minor Business Administration