My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

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Interests

  • I enjoy playing golf and hunting.
  • I enjoy watching my son Roland in athletics.
  • I enjoy fishing in Canada with Roland and friends.

Areas of Focus

  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies

Experience

39

Awards & Recognition

  • Ameriprise Circle of Success, 2000-2008

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
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Education

  • B.S. - Bemidji State Univeristy, Bemidji, MN