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

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Family Finances
  • Insurance
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License - General Securities Representative
  • Series 66 - Uniform Combined State Law Examination
  • Life, Health, Varible Life & Variable Annuity License

Education

  • Bachelor of Science
  • Business Management Concentration in Finance
  • University of Wisconsin - Parkside

Interests

  • Time with my beautiful wife Rachel
  • Family time with the kids
  • Getting to the gym
  • Working in the yard
  • Tennis

Community participation

Chair of Finance Ministry Team - Grace Church - Racine, WI

Awards & recognition

  • Ameriprise Client Experience Award, 2020