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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Science, Accounting with a minor in Finance, St Cloud State University, St Cloud, MN

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

Community participation

  • Beresford United Fund - Treasurer
  • Komstad Cemetery - Treasurer

Interests

- Spending time with friends and family playing games

- Fishing

- Traveling

- Volunteering