My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

More...

Interests

  • During my free time I enjoy spending time with my wife Paula and our two kids Carlo and Enzo.
  • I have a passion for golfing and I try to take advantage of the beautiful Minnesota spring and summer season.
  • Throughout the year I also like to spend time volunteering at different organizations throughout Minneapolis.

Community Participation

I have served on the HIRED Board of Directors since 2004.

HIRED, founded in 1968, is a leading Twin Cities area provider of job-skills training and employment training. HIRED assists disadvantaged people and other job seekers to become qualified for and obtain employment.

HIRED enrolls more than 10,000 persons annually in a number of programs designed to assist low-income adults, dislocated workers, welfare-to-work individuals, and youth.

I have also volunteered at:

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business

Experience

18
96 View scores
 
 
 

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2008 - 2014
  • Ameriprise Circle of Success, 2001-2013
  • Protect. Grow. Give, RiverSource Life Insurance Company2, 2013
  • Ameriprise Diamond Ring Club, 2012

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
  • Financial Advisor
View Definitions

Education

  • University of Minnesota - Duluth

Files for Download

My Videos

More...

My PhotosShow Thumbnails

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.