Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving


  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care
  • CKA® Certified Kingdom Advisor®
  • Certified Financial Planner


  • Bachelor's of Business Administration from University of Wisconsin-Whitewater

Awards & recognition

  • Sunset Adventures Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2022-2024
  • Ameriprise Circle of Success, 2010-2023
  • Ameriprise Circle of Success Diamond Ring, 2022
  • Sunset Adventures Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Professional associations

Community participation

  • Fox Valley Young Life
  • Appleton Gospel Church


  • I have been married to my wife, Betsy, for 18 years
  • We have four children; Makenna (14), Chase (12), Noah (9), and Ryan (7)
  • I have a 3 year old Bernese Mountain Dog named Jingle
  • I love to hunt, fish, travel, and golf

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.