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
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Investment Management
  • Insurance
  • Estate Planning Strategies
5
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
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Minnesota Life, Accident & Health Insurance License

Education

  • Bachelor of Business Administration in Finance, 2012, University of Minnesota Duluth
  • Bachelor of Accounting, 2012, University of Minnesota Duluth
  • Financial Planning Minor, 2012, University of Minnesota Duluth

Interests

My wife, Abbie, and I were born and raised in Rochester, MN and were lucky enough to find our careers here after college. We spend most of our time raising our daughter, Navy, and catching up with family and friends. I enjoy coaching and playing hockey and golf regularly in our community as well as fishing, hunting, and camping when I can.

Community participation

  • Assistant Coach - Boys Hockey at Rochester Century High School