Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
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
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, University of Minnesota 1990

Interests

"My personal life is gratifyingly full with: Family (4 kids & 2 dogs); All Minnesota lake life has to offer; Camper Camping; Boundary Waters Camping; Skiing; Golfing; Construction projects."

"My wife and I have served as mentors to married couples and are in marriage ministry education."

"Every year, myself and a group of other financial advisors build homes in Ensenada, Mexico for Homes of Hope. It is a life changing experience for the families and for us as well. Makes us realize how fortunate we truly are."

Community participation

Feed My Starving Children; Child Fund; Union Gospel Mission - Twin Cities; Torske Klubben (Norwegian Fraternal Organization); Simpson Shelter; Coaching Soccer

Awards & recognition

  • Ameriprise Hall of Fame, 2020
  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Circle of Success, 1995-2020
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Certified Financial Planning Board - Designee
  • Franchise Advisory Council
  • Financial Planning Association of Minnesota

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.