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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

  • I enjoy being involved in my local church.
  • I like to go fishing and camping in the Black Hills.
  • I enjoy spending time with my family and grandchildren.
  • I spend time in Hawaii every year.

Community Participation

Board of Regents (2002-present), North Central University, Minneapolis, MN

Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Education Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Westmar College, Bachelor of Arts, 1969, Psychology and Sociology
  • United Theological Seminary, Masters of Divinity, 1972, Personality and Religion

My Photos Show Thumbnails

Chocolate Tasting! Look at the beautiful spread!

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.