Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
28
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

Education

  • BA Public Relations, Illinois State University, Normal IL 1992
  • BA Business Administration, Illinois State University, Normal IL 1992

Interests

Spending time with my family. Camping with my son and the boy scout troop, Cooking.

Community participation

For the last 5 years I have been involved in local Cub Scout Packs with my son Trenton as an Assistent Den leader in Pack 38 in the Tiger and Wolf Dens and as Den Leader with Pack 801 in the Bear, and Webelos Dens. Trenton and 5 of his den mates have all achieved the highest award given to a Cub Scout, the Arrow of Light. They also all achieved the Super Achiver Award for completing all 20 Webelos activity pins over the 18 months that they were Webeles.

They have all now crossed over into Boy Scout and I have moved with them and have become a Assitant Scoutmaster with Troop 80 in St. Charles, IL .

Awards & recognition

  • Ameriprise Circle of Success, 2014

Professional associations

  • Delta Sigma Phi Alumni
  • Illinois State University Alumni

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.