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 Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
22
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLU® Chartered Life Underwriter®

Education

  • University of Wisconsin-Eau Claire, 1989 B.A. Business of Administration

Interests

  • Family and Children
  • Softball
  • Volleyball
  • Boating

Community participation

  • Cincinnati Hills Christian Academy (CHCA) volunteer
  • Back to Back Ministries Participant
  • Church league softball

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020
  • Ameriprise Circle of Success, 2002 - 2019
  • Ameriprise Diamond Ring Club, 2014