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 Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 & 63 General Securities Representative Uniform Securities Agent

Education

  • B.A. Business Administration, University of Iowa, 1992

Interests

  • I enjoy spending time with my family-- my wife and four children.
  • I also like traveling with my family, whether it is our annual summer vacation or long weekends throughout the year. Time goes by very quickly so I want our family to have these special times together.
  • I enjoy sports, specifically the Iowa Hawkeyes, dining out, & coaching youth basketball.

Community participation

I enjoy giving back to the community and being a mentor to children whenever I can. I have volunteered as a youth basketball coach. I also act as a treasurer for the Olds UCC and volunteer my time every Labor Day weekend working at the Midwest Old Threshers Reunion helping out a local church organization.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2017, 2018, 2019

Honored to receive recognition

I'm proud to announce that I'm one of Forbes' Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I'm honored that Forbes chose to recognize me- Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to thank my hard-working team and our loyal clients for making this recognition possible!