Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I’ll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about, or save for the future, I can help you plan for your goals.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • BA, Economics, Luther College, Decorah, IA

Interests

Spending time with family and friends, travel, music, golf and being part of my children's activities.

Community participation

  • President, Blackhawk County Estate Planning Council
  • Investment Committee Member, Community Foundation of Northeast Iowa
  • Finance Committee Member, Nazareth Evangelical Lutheran Church

Awards & recognition

  • Ameriprise Circle of Success, 2015-2017

Previous experience

  • Training Manager, Ameriprise Financial Services, Inc., 1993-1995
  • District Manager, Ameriprise Financial Services, Inc., 1995-1999
  • Managing Principal, Ameriprise Financial Services, Inc., 1999-2002
  • Financial Advisor, Ameriprise Financial Services, Inc., 2002-2014