Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Masters of Business Adminstration, Hamline College of Business, Hamline University, 2010
  • Bachelor of Science in Finance, G.R. Herberger College of Business, St. Cloud State University, 2004

Interests

I enjoy spending time with my wife Sara, our children Drew, Adelia, and Dane, and dogs Lola and Piper. I fill much of my time enjoying the outdoors and appreciate a range of activities on the lakes and in the woods of northern Minnesota. These activities include hunting, fishing and just spending time on the lake with family and friends. I also enjoy watching, coaching and playing a number of sports, especially hockey.

Community participation

Previous experience

  • Divisional Sales Director, RiverSource Distributors, Inc. an affiliate of Amerprise, 4/9/2012-2/20/2015
  • Director, National Sales Desk, RiverSource Distributors, Inc. an affiliate of, 5/4/2009-4/6/2012
  • Regional Sales Director, RiverSource Distributors, Inc. an affiliate of Amerprise, 1/30/2006-5/1/2009
  • Associate Financial Advisor, Ameriprise Financial Services, Inc., 1/5/2005-1/27/2006
  • Planning Assistant, Ameriprise Financial Services, Inc., 5/1/2003-1/4/2005