Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
31
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®

Education

  • Bethel University, St. Paul, Minnesota. BA Business; BA Music,

Interests

I am married to Susan. We have four children Rachel (14), Nathan (17), David (19) and Aaron (21). All four children play string instruments. Aaron and David play violin in college, while the others participate with the Duluth Superior Symphony Orchestra Youth Orchestra.

We enjoy camping in the summer, at both state parks and the boundary waters. Spending time with extended family is important. In the winter, we ski and skate. I enjoy participating in Grandma's Marathon and the American Birkebeiner.

We are active members at The Landing Church, located on interstate 35 near Proctor. I am an elder and lead music.

Community participation

Ameriprise Financial is helping Feeding America raise 10 million meals through the Ameriprise Financial $500,000 Challenge Grant . Ameriprise will match all donations to FeedingAmerica dollar-for-dollar up to $500,000 through Nov. 30, 2014. Each dollar contributed during the challenge, combined with dollars from Ameriprise, provides 20 meals.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.