Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner practitioner

Education

  • University Of Wisconsin Whitewater, Bachelor Of Business Administration, 1978

Professional associations

  • Financial Planning Association

Community participation

Community Participation

I feel it is important to contribute time and talent to organizations and causes that help people in need. Of particular interest to me is helping teenagers develop the skills that will allow them to succeed in life. That is why I am on the board of Mike McCoy Ministries. Mike makes a real difference in the lives of young people across the country. Through his message of faith, hope and inspiration, he helps young people remove obstacles that get in their way.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

  • Family activities: cookouts, sporting events, birthdays, holidays, weddings, anniversaries
  • Volunteering at our church
  • Volunteering: Mike McCoy Ministries board of directors
  • Sports Faith International
  • Wisconsin Badgers Football, Green Bay Packers Football, Notre Dame Football