20

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.

More...

Interests

  • I am married to my college sweetheart, Stephanie.
  • We have three boys Finn, Anders and Bjorn.
  • I enjoy tennis, golf, skiing, and hunting.

Community Participation

*I am a Boys and Girls Club of Albany youth boy's basketball coach.

*I am an Elder at the United Presbyterian Church.

*I am a volunteer Assistant Boy's Tennis Coach at West Albany High School.

Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Chairman's Advisory Council, 2009 and 2010
  • Ameriprise Chairman's Award, 2009 and 2010
  • Ameriprise Circle of Success, 2002-2011

Qualifications

  • Master of Business Administration
  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Withworth College, Bachelor of Science in Biology, 1986
  • Oregon State University, Masters of Business Administration, 1992

Files for Download

My Videos

More...

My Photos Show Thumbnails

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.