Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
30
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