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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP since 1996

Education

  • Bachelor of Science - Business Administration, Moorhead State University 1989

Interests

  • I love to travel and have been to Europe, Australia, Zambia, and Brazil. My favorite cities are London, Paris, Munich, Melbourne, Sydney, and Rio de Janeiro.
  • My passion is tennis. I play tennis several times weekly and I love to attend tennis tournaments such as the Australian Open, Indian Wells, the French Open, Wimbledon, and the US Open.
  • I am very active and involved in participating in and fundraising for World Vision clean water Africa projects.

Community participation

  • Joyfully served as a deacon at my church.
  • Ran 1/2 marathons to create awareness and to raise funds for World Vision clean water Africa projects.
  • Packed thousands of meals for Feed My Starving Children program.
  • Supporter of the Karen people through The Urban Village.

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021

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.