Advisor profile


My approach

We partner with you in a long-term, trusted financial advisory relationship. Our team delivers objective tailored financial advice. We bring you the peace of mind that comes from having a plan to achieve your dreams and financial freedom.

Areas of focus

  • Domestic Partner Planning
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
30
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

Education

  • Iowa State University-Bachelor of Business Administration, 1991 Accounting

Interests

  • Enjoys spending time outside with his dogs and spouse
  • Enjoys nature hikes and architecture photography excursions
  • Ran the 2003 and 2005 Chicago Marathon

Community participation

  • On the board of Chicago House
  • Past president with The Chicago Area Gay & Lesbian Chamber (Now LGBT Chamber of Commerce of Illinois)

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2012-2020

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.