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
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License - General Securities Representative
  • Series 6 and 63 License
  • Life, health and Variable Annuities License

Education

  • BA in Financial Economics, Gustavus Adolphus College

Interests

Most of my life revolves around family, spending time with my wife Marla and our children Liam, Jovie, and Winnie. We also just welcomed our new puppy Luna to our family. We spend our time in the outdoors, staying fit, and giving back to the community. Camping is a bit tricky right now for us with the little ones, but we can't wait to add that back to our annual traditions. We still try to frequent the north shore.

Other interests - I'm a professional hack on the golf course, but continue to try and improve my game as some of my clients can attest to! You may also find me on the slopes in the winter or coaching mites hockey.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • Ameriprise Circle of Success, 2008

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.