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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

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

Interests

  • 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

Community participation

  • Fox Valley Young Life
  • Appleton Gospel Church

Awards & recognition

  • Ameriprise Circle of Success, 2010-2021
  • Sunset Adventures Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2022

Professional associations

Honored to receive recognition

All of us at Sunset Adventures Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Sunset Adventures Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

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.