Advisor profile


My approach

Our unique and collaborative Dream > Plan > Track >®approach to financial planning starts with your dreams -not just the numbers. When we work together, my first focus will be to learn more about your financial, personal, and professional aspirations. I will take this information and leverage my financial planning experience to present you with a customized plan.

Building and then managing a financial plan is an ongoing, collaborative experience. I believe in regularly checking-in with you to ensure I am tracking progress against your plan and making adjustments if necessary. I love working with my clients in-person, but I know flexibility and access are important. Therefore, I also offer virtual meetings, which combine the ease of telephone and webcam communication.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Executive Compensation and Benefit Strategies
27
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. St. John's University, Collegeville MN

Interests

When away from the office, I really enjoy spending time with my best friend and wife, Stephani, and our four kids.

Getting workouts in, family games, picking up a golf club once in awhile, and fishing round out our interests.

Kids' soccer, golf, swimming, Lakeville youth basketball and football also keep us on the go.

Looking forward to the future when we can all get back to what we enjoy!

Community participation

Volunteering for school events, coaching youth sports, and active in Eagan and Lakeville community groups are all enjoyable and rewarding experiences.

  • Feed My Starving Children-Eagan, MN
  • City of Eagan’s Adopt-A-Street - Blue Gentian
  • Lakeville Youth Football Coach
  • Lakeville Youth Basketball Coach

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Next Steps

Please call or email my assistant, Linnea, at 651.256.6006 or linnea.pedreguera@ampf.com today if you would like to schedule a complimentary call or meeting to discover more about us and learn how we can help you work towards your financial goals.

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.