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

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 8 - General Securities Sales Supervisor Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • St. Norbert College B.A. DePere, Wisconsin
  • Fenwick High School Oak Park, Illinois - Diploma

Interests

  • I enjoy traveling. My most recent vacation was to Marco Island Florida
  • I believe in maintaining a healthy lifestyle and typically workout 5 times per week
  • I like to think I'm a good golfer, but more often than not it feels like a good walk spoiled

Professional associations

  • St. Norbert Alumni Association

Previous experience

  • UBS, Vice President ,Investments, 2005-2012
  • RBC Wealth Management, 2002-2005
  • Tucker Anthony, Inc., 1992-2002
  • Gruntal & Co., 1988-1992
  • Moseley Investment Management, Inc., 1983-1988

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.