Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Business Retirement Plans
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Fiorentino, Larson and Associates, Ameriprise Client Experience Award, 2021, 2022

Previous experience

  • United States Navy, Senior Chief Petty Officer, 1998-2015
  • Field Vice President, Ameriprise Financial, 2003-2006
  • Branch Manager, American Express Financial Advisor, 2002-2003
  • Finanical Advisor, American Express Finanical Advisor, 1998-2002

Community participation

Fleet Reserve Association

Byron Wrestling Association


I enjoy being active in sports (participant or spectator):

  • Cycling
  • Football
  • Wrestling
  • Softball

I have given 26 years of service in the US Navy to this GREAT Country and remaining connected through various veteran groups and long standing friendships is extremely important to me! The Navy's Core Values have help shape my personal belief system.

Honor - The belief in something bigger than yourself.

Courage - Courage to do the "Right" thing instead of the "Correct" thing.

Commitment - Doing what you say you are going to do.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.