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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education
  • Charitable Giving
18
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Economics, Political Science, History, 2002, Concordia College, Moorhead, MN

Interests

Waterfowl Hunting
Turkey Hunting
Pheasant Hunting
Deer Hunting
MN VikingsTwins Baseball
Fantasy Football
Co-Ed Broomball
Kickball
Networking
Following Economic Data
Investments
Portfolio Building
Volunteering
Fishing
Labrador Retrievers

Community participation

  • As an outdoorsman, I have a great appreciation for wildlife. I am a Silver Sponsor at Ducks Unlimited, the world's leader in wetlands and waterfowl conservation.
  • I am an active member in the Blaine Ham Lake Rotary where I participate in many community service projects through out the year, including mentoring at the Blaine High School.
  • Volunteer presentor/instructor for Best Prep. I help educate high school students on personal finance topics.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018

Professional associations

  • Rotary Club of Blaine & Ham Lake