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.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Investments
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNING practitioner

Education

  • BA in Management, University of Minnesota, Morris 1998-2002

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2015-2024
  • TreeLine Wealth Management, Ameriprise Client Experience Award, 2021-2023
  • TreeLine Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024

Interests

  • I live in Minnetrista, MN with my partner Elle and our daughter Stevie.
  • During our great Minnesota summers, we enjoy our neighborhood pools and local beaches, spending time on Lake Minnetonka, and grilling in our backyard.
  • We love weekend getaways to Duluth, MN and the North Shore of Lake Superior.
  • I enjoy both road and mountain biking and have completed two MS 150 bike rides.
  • I also enjoy golfing in Wednesday League, dog walks on the neighborhood trails, and spending time with family.

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.