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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

  • I like to play golf both casually and competetively.
  • I enjoy spending time with my three little boys.
  • My wife and I enjoy wine tasting !!

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2002-2011

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
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Education

  • BS Economics & Finance University of Minnesota 1995

My Videos

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My Photos Show Thumbnails

Me and Kerry at Laguna Beach.

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.