15 93

My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

More...

Interests

  • Spending time with my family.
  • Golf, basketball & weight training.
  • Travel.

Community Participation

Ameriprise Financial National Day of Service

Last Nov., financial advisors, employees and clients joined forces with Feeding America and food banks across the U.S. to ensure hungry families shared a nutritious meal during the holidays. Volunteer teams spent the day helping more than 320 hunger relief organizations across 45 states with 7,000 volunteers contributing more than 12,000 hours of service.

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2008, 2011-12
  • Protect. Grow. Give.®, RiverSource Life Insurance Company 1, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • Member, Financial Planning Association
  • Business Financial Advisor
View Definitions

Education

  • University of South Dakota - B.S.
  • University of South Dakota School of Law - J.D.
  • College for Financial Planning® - CRPC®
  • College for Financial Planning® - CFP®

Files for Download

My Videos

  • Close

    view my video  
    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:48)

  • Close

    view my video  
    Active Diversified Portfolios®...

    These professionally managed portfolios feature an active investment approach that uses risk management, asset allocation and reallocation to help deliver consistent returns over time.

    (6:26)

More...

My Photos Show Thumbnails

Sharon (Client Service Manager) and Rena (Marketing Director) greet the guests.

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.