My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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Interests

I enjoy spending time with my family. My wife and I are avid bikers and love our summer bike rides. I also am an big Hockey fan. Both my boys play hockey and my wife and I enjoy following their seasons. In the summer we enjoy time in the lakes area. I consider myself a woodworker "in training" and have come to enjoy woodworking.

Areas of Focus

  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Experience

21

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Certified Financial Planner - May 1997
  • College for Financial Planning - 1996 CFP Professional education program
  • North Dakota State University - 1986 BS in Accounting
  • 1981 - Detroit Lakes high school

My Videos

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