Advisor profile


The advantages of working together online

 As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Employee Stock Options
  • Charitable Giving
31
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

Education

  • Bachelor of Science - Accounting, 1990, Rockford College, Rockford, Illinois

Interests

Referee Football at the High School and College Levels.

Coaching Softball and Baseball

Triathlon, Travel, and Photography

Community participation

Celiac Foundation Awareness

Plainfield Area Chamber of Commerce

Plainfield FastCat 5k and 10k Run

Awards & recognition

  • Five Star Wealth Manager, 2015-2016

Professional associations

  • Plainfield Chamber of Commerce

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.